Seneschal Advisors, LLC

Seneschal Advisors, LLC (CRD# 131618) is a financial advisory firm headquartered in University Place, WA. They manage $125,599,240 in 383 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    383
    ACCOUNTS
  • Average Account Value
    $327,935
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at Seneschal Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jon M. Duncan
CRD#: 2121572
7350 Cirque Dr. W., Suite 101, University Place, WA 98467
96
Wealthminder
score

Jon Duncan (CRD# 2121572) is an Investment Advisor Representative working at Seneschal Advisors, LLC in University Place, WA and has over 23 years of experience in the finance industry. Jon Duncan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey M. Lang
CRD#: 2512108
7350 Cirque Dr. W., Suite 101, University Place, WA 98467
96
Wealthminder
score

Jeffrey Lang (CRD# 2512108) is an Investment Advisor Representative working at Seneschal Advisors, LLC in University Place, WA and has over 22 years of experience in the finance industry. Jeffrey Lang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie A. Wurst
CRD#: 734749
7350 Cirque Dr. W., Suite 101, University Place, WA 98467
93
Wealthminder
score

Julie Wurst (CRD# 734749) is an Investment Advisor Representative working at Seneschal Advisors, LLC in University Place, WA and has over 36 years of experience in the finance industry.

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