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 independent, SEC-registered RIA organized as an LLC and operating since 2015. The firm serves individual and family clients and positions itself as a capital allocator that also selects outside managers when appropriate. Its fees are a mix of percentage-of-AUM and fixed-fee arrangements. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify as an active ESG investor.
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 1
Tania Kaarvand
Principal And Chief Compliance OfficerCRD 6372384
Contacts
3 of 4
Jeffrey 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 90Active vs passive
$125M in ETFs
63%
$78.7M
37%
$45.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV) | Vanguard | Passive | Intermediate Core Bond | $30.4M | 395,818 | 24.37% |
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