Mike Sena Advisors, Inc.

Overview

Mike Sena Advisors, Inc. is a small, independent registered investment adviser focused on serving individual and family clients along with small businesses. The firm operates on a fee-for-service model that emphasizes hourly and fixed-fee engagements for financial planning and portfolio management. Investment activity shows a clear preference for public equities, primarily executed through exchange-traded vehicles, while also maintaining exposure to third-party alternative managers and traditional fixed-income and insurance products. Custody and execution are handled through Charles Schwab & Co., Inc., which supports a strategy built around liquid securities and external alternative fund allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices