SENECA FINANCIAL ADVISORS LLC
Rochester, New York
Seneca Financial Advisors LLC is a reputable investment advisory firm based out of Rochester, NY. With a strong local presence, they operate from three offices, offering comprehensive financial guidance to clients. With a total of 19 employees, including six dedicated investment advisors, Seneca Financial Advisors LLC is well-equipped to meet the diverse needs of their clientele. The firm manages an average of approximately $86,750,000 in assets under management per investment advisor, a figure that aligns with the industry average. Seneca Financial Advisors LLC employs a flexible compensation structure, including a percentage of...
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Assets Under Mgmt

$520.5M

Investment Professionals

6

Locations

2

% 401K & Individual

8%

% Discretionary

89%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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