SEC Form ADV

SENECA FINANCIAL ADVISORS LLC

Registered Investment AdviserNY
$847.2M
Assets Under Management
21
Total Clients
19
Employees
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Registration Details

Accession
crd-152824
Location
ROCHESTER, NY
Filing Date
June 25, 2026
AUM
$847.2M
Total Clients
21
Employees
19
Amendment
No

Client Types

IndividualsHNW IndividualsCorporationsOther

About this Adviser

SENECA FINANCIAL ADVISORS LLC is a registered investment adviser headquartered in ROCHESTER, NY, managing approximately $847.2M in assets across 21 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.