SENESCHAL FAMILY OFFICE
Firm details
- Headquarters
- TACOMA, Washington
- CRD number
- 131618
- Registered since
- June 24, 2015
- Website
- seneschaladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI80.92%
- Individuals19.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Seneschal Family Office is an SEC-registered independent RIA structured as an LLC and registered in 2015. The firm acts as a capital allocator for individual and family clients, offering fee arrangements that include a percentage of assets under management and fixed-fee engagements. Core advisory services listed include financial planning, discretionary portfolio management for individuals and small businesses, pension consulting support, and manager selection services. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds45%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1TANIA KAARVAND
Principal And Chief Compliance OfficerCRD 6372384
Contacts
3 of 4JEFFREY LANG
Managing PrincipalCRD 2512108
JON DUNCAN
FounderCRD 2121572
Candace Duecker
Managing Director, Wealth ManagementCRD 6893774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$113M in ETFs
64%
$72.6M
36%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $30.6M | 396,820 | 26.99% |
Location
TACOMA, WA
PIERCE
Location
TACOMA, WA
Headquartered in TACOMA, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- PIERCE
- Address
- 2323 N 30th St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
STOLZ & ASSOCIATES, PS
RIATACOMA, WA
RAINIER FAMILY WEALTH, INC.
RIATACOMA, WA
GQG PRIVATE CAPITAL SOLUTIONS LLC
RIATACOMA, WA
MKT AND ASSOCIATES LLC
RIATACOMA, WA
COLUMBIA RIVER ADVISORS
RIATACOMA, WA
GOULD CAPITAL, LLC
RIATACOMA, WA