SENECA FINANCIAL ADVISORS LLC
CRD #152824 SEC #801-71051 ROCHESTER, NY 585-203-1211
SEC Registered
Total AUM
$693.6M
Discretionary
$606M
Employees
19
Clients
251
Accounts
1,072
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $693.6M | $606M | $87.6M | 19 | 22 |
| Dec 2024 | $607M | $535.4M | $71.6M | 19 | 26 |
| Jan 2024 | $607M | $535.4M | $71.6M | 19 | 26 |
| Jan 2024 | $520.5M | $461.7M | $58.8M | 19 | 32 |
| Mar 2023 | $520.5M | $461.7M | $58.8M | 19 | 32 |
| Feb 2023 | $520.5M | $461.7M | $58.8M | 19 | 32 |
| Feb 2022 | $579.7M | $503.8M | $75.9M | 20 | 34 |
| Jul 2021 | $496.2M | $435.8M | $60.4M | 17 | 31 |
| Feb 2021 | $496.2M | $435.8M | $60.4M | 17 | 31 |
| Nov 2020 | $393.1M | $331.9M | $61.2M | 15 | 32 |
| Oct 2020 | $393.1M | $331.9M | $61.2M | 14 | 32 |
| Jun 2020 | $393.1M | $331.9M | $61.2M | 14 | 32 |
| May 2020 | $393.1M | $331.9M | $61.2M | 14 | 32 |
| Mar 2020 | $393.1M | $331.9M | $61.2M | 14 | 32 |
| Sep 2019 | $313.7M | $269.7M | $44M | 14 | 34 |
| Mar 2019 | $313.7M | $269.7M | $44M | 14 | 34 |
| Jan 2019 | $309M | $261.7M | $47.3M | 13 | 29 |
| Nov 2018 | $309M | $261.7M | $47.3M | 13 | 29 |
| Mar 2018 | $309M | $261.7M | $47.3M | 13 | 29 |
| Mar 2017 | $261M | $222.6M | $38.3M | 12 | 200 |
| Jan 2017 | $235.7M | $191.4M | $44.2M | 13 | 200 |
| Nov 2016 | $235.7M | $191.4M | $44.2M | 13 | 200 |
| May 2016 | $235.7M | $191.4M | $44.2M | 13 | 200 |
| Mar 2016 | $235.7M | $191.4M | $44.2M | 13 | 200 |
| Apr 2015 | $213.1M | $165.3M | $47.8M | 12 | 200 |
| Mar 2015 | $213.1M | $165.3M | $47.8M | 12 | 200 |
| Mar 2014 | $199.4M | $147M | $52.4M | 11 | 174 |
| Nov 2013 | $172.2M | $107.3M | $64.9M | 11 | 142 |
| Mar 2013 | $172.2M | $107.3M | $64.9M | 11 | 142 |
| Jan 2013 | $143M | $77.1M | $65.9M | 11 | 130 |
| Mar 2012 | $143M | $77.1M | $65.9M | 6 | 130 |
| Mar 2011 | $124.8M | $19.7M | $105.2M | 10 | -- |
| Feb 2011 | $103.5M | $12.2M | $91.3M | 10 | -- |
| Jun 2010 | $103.5M | $12.2M | $91.3M | 10 | -- |
| Jan 2010 | $0 | $0 | $0 | 10 | -- |
DateFeb 2025
Total AUM$693.6M
Discretionary$606M
Non-Disc.$87.6M
Employees19
Clients22
DateDec 2024
Total AUM$607M
Discretionary$535.4M
Non-Disc.$71.6M
Employees19
Clients26
DateJan 2024
Total AUM$607M
Discretionary$535.4M
Non-Disc.$71.6M
Employees19
Clients26
DateJan 2024
Total AUM$520.5M
Discretionary$461.7M
Non-Disc.$58.8M
Employees19
Clients32
DateMar 2023
Total AUM$520.5M
Discretionary$461.7M
Non-Disc.$58.8M
Employees19
Clients32
DateFeb 2023
Total AUM$520.5M
Discretionary$461.7M
Non-Disc.$58.8M
Employees19
Clients32
DateFeb 2022
Total AUM$579.7M
Discretionary$503.8M
Non-Disc.$75.9M
Employees20
Clients34
DateJul 2021
Total AUM$496.2M
Discretionary$435.8M
Non-Disc.$60.4M
Employees17
Clients31
DateFeb 2021
Total AUM$496.2M
Discretionary$435.8M
Non-Disc.$60.4M
Employees17
Clients31
DateNov 2020
Total AUM$393.1M
Discretionary$331.9M
Non-Disc.$61.2M
Employees15
Clients32
DateOct 2020
Total AUM$393.1M
Discretionary$331.9M
Non-Disc.$61.2M
Employees14
Clients32
DateJun 2020
Total AUM$393.1M
Discretionary$331.9M
Non-Disc.$61.2M
Employees14
Clients32
DateMay 2020
Total AUM$393.1M
Discretionary$331.9M
Non-Disc.$61.2M
Employees14
Clients32
DateMar 2020
Total AUM$393.1M
Discretionary$331.9M
Non-Disc.$61.2M
Employees14
Clients32
DateSep 2019
Total AUM$313.7M
Discretionary$269.7M
Non-Disc.$44M
Employees14
Clients34
DateMar 2019
Total AUM$313.7M
Discretionary$269.7M
Non-Disc.$44M
Employees14
Clients34
DateJan 2019
Total AUM$309M
Discretionary$261.7M
Non-Disc.$47.3M
Employees13
Clients29
DateNov 2018
Total AUM$309M
Discretionary$261.7M
Non-Disc.$47.3M
Employees13
Clients29
DateMar 2018
Total AUM$309M
Discretionary$261.7M
Non-Disc.$47.3M
Employees13
Clients29
DateMar 2017
Total AUM$261M
Discretionary$222.6M
Non-Disc.$38.3M
Employees12
Clients200
DateJan 2017
Total AUM$235.7M
Discretionary$191.4M
Non-Disc.$44.2M
Employees13
Clients200
DateNov 2016
Total AUM$235.7M
Discretionary$191.4M
Non-Disc.$44.2M
Employees13
Clients200
DateMay 2016
Total AUM$235.7M
Discretionary$191.4M
Non-Disc.$44.2M
Employees13
Clients200
DateMar 2016
Total AUM$235.7M
Discretionary$191.4M
Non-Disc.$44.2M
Employees13
Clients200
DateApr 2015
Total AUM$213.1M
Discretionary$165.3M
Non-Disc.$47.8M
Employees12
Clients200
DateMar 2015
Total AUM$213.1M
Discretionary$165.3M
Non-Disc.$47.8M
Employees12
Clients200
DateMar 2014
Total AUM$199.4M
Discretionary$147M
Non-Disc.$52.4M
Employees11
Clients174
DateNov 2013
Total AUM$172.2M
Discretionary$107.3M
Non-Disc.$64.9M
Employees11
Clients142
DateMar 2013
Total AUM$172.2M
Discretionary$107.3M
Non-Disc.$64.9M
Employees11
Clients142
DateJan 2013
Total AUM$143M
Discretionary$77.1M
Non-Disc.$65.9M
Employees11
Clients130
DateMar 2012
Total AUM$143M
Discretionary$77.1M
Non-Disc.$65.9M
Employees6
Clients130
DateMar 2011
Total AUM$124.8M
Discretionary$19.7M
Non-Disc.$105.2M
Employees10
Clients--
DateFeb 2011
Total AUM$103.5M
Discretionary$12.2M
Non-Disc.$91.3M
Employees10
Clients--
DateJun 2010
Total AUM$103.5M
Discretionary$12.2M
Non-Disc.$91.3M
Employees10
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--