SENECA FINANCIAL ADVISORS LLC - Financial Advisor in New York, Rochester

Tel: 585-203-1211 500 Linden Oaks Suite 150 Rochester, New York 14625

About SENECA FINANCIAL ADVISORS LLC

SENECA FINANCIAL ADVISORS LLC is a Rochester, New York based financial advisory firm with nearly $693,608,122 in assets under management and provides investment advisory services for 1072 clients. There are currently 19 financial advisors at the firm.

General Information

Firm CRD#:

152824

Firm SEC#:

801-71051

Assets Under Management:

$693,608,122

No. of Clients:

1072

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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