SEC Form ADV

SENECA FINANCIAL ADVISORS LLC

Registered Investment AdviserNY
$847.2M
Assets Under Management
1,128
Total Clients
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Registration Details

Accession
CRD-152824
Location
ROCHESTER, NY
Filing Date
March 9, 2026
AUM
$847.2M
Total Clients
1,128
Amendment
No

About this Adviser

SENECA FINANCIAL ADVISORS LLC is a registered investment adviser headquartered in ROCHESTER, NY, managing approximately $847.2M in assets across 1,128 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.