Seneschal Advisors, LLC

Seneschal Advisors, LLC (CRD# 131618) is a financial advisory firm headquartered in Tacoma, WA. They manage $127,650,092 in 401 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    401
    ACCOUNTS
  • Average Account Value
    $318,329
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
2312 N. 30th Street, Suite 101, Tacoma, WA 98403
96
Wealthminder
score

Jon Duncan (CRD# 2121572) is an Investment Advisor Representative working at Seneschal Advisors, LLC in Tacoma, 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
2312 N. 30th Street, Suite 101, Tacoma, WA 98403
96
Wealthminder
score

Jeffrey Lang (CRD# 2512108) is an Investment Advisor Representative working at Seneschal Advisors, LLC in Tacoma, 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
Candace E. Duecker
CRD#: 6893774
2312 N. 30th Street, Suite 101, Tacoma, WA 98403
90
Wealthminder
score

Candace Duecker (CRD# 6893774) is an Investment Advisor Representative working at Seneschal Advisors, LLC in Tacoma, WA and has 1 year of experience in the finance industry. Candace Duecker 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.

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