SENESCHAL FAMILY OFFICE

RIASEC RegisteredEst. 2015
Total AUM
$301M
Discretionary
$301M
100% of AUM
Avg account
$453K
Accounts
665
Employees
5
Advisory reps
5

Firm details

Headquarters
TACOMA, Washington
CRD number
131618
Registered since
June 24, 2015
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, Public Funds/Mutual Funds 45%, Cash & Cash Equivalents 7%, State & Local Bonds 2%, US Government Bonds 1%45%
  • 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

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 78

Active vs passive

$113M in ETFs

Passive

64%

$72.6M

Active

36%

$40.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND (BIV)VanguardPassiveIntermediate Core Bond$30.6M396,82026.99%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth