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Seneschal Advisors, LLC
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Tacoma, Washington
$161.3 million AUM
1 office

Seneschal Advisors, LLC is based in Tacoma, Washington and has $161.3 million in assets under management.

Location
2312 North 30th Street
Suite 101
Tacoma, WA 98403
$161.3 million
AUM
4
Employees
AUM Share
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$161,267,780
Assets under management
432 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 98 $39,815,063 25% $406,276
High net worth individuals 52 $121,452,717 75% $2,335,629
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$161,267,780
Assets under management
$40,316,945
AUM per employee
$53,755,927
AUM per investment analyst
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Compensation

Seneschal Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Seneschal Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
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CRD number 131,618
SEC number 801-100396
Legal structure Limited Liability Company
Legal governance Washington, United States
Latest ADV filing date March 27, 2020

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