Senior Financial And Realty AssoC.

Overview

Senior Financial And Realty AssoC. is a sole-proprietorship independent registered investment adviser owned and operated by an individual, with SEC registration dating to 2021. The practice serves both individual and family clients as well as institutional relationships, and focuses on financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. The adviser does not market itself as an ESG-focused manager, nor as a multi-state or pension consultant. Rather than functioning as a capital allocator or multi-manager platform, it primarily manages client portfolios directly while tapping outside managers for specific alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives