Also known as SFA
Seneca Finacial Advisors is a multi-family office based in Rochester, New York. Established in 2010, the firm provides family office services including financial planning, investment management, estate planning, and tax advisory. Additionally, the firm specializes in insurance advice, legal matters, and retirement planning. The assets of the firm are managed by the executive management team.
Public regulatory records matched to Seneca Financial Advisors from SEC and IRS filings.
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Seneca Financial Advisors is a multi family office (mfo) based in Rochester, United States, managing approximately $600M in assets.
Seneca Financial Advisors is headquartered in Rochester, United States.
Seneca Financial Advisors manages approximately $600M in assets under management.
Seneca Financial Advisors was founded in 2010.
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