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SENESCHAL ADVISORS, LLC, CRD 131618
TACOMA, WA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JEFFREY MITCHELL LANG | Certified Financial Planner | TACOMA, WA | 14 | 31 | 1 | no |
| Candace Elayne Duecker | Certified Financial Planner | TACOMA, WA | 8 | 18 | n/a | no |
| Chad Thompson Glover | Certified Financial Planner | TACOMA, WA | 1 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Duecker, Candace, Elayne | MEMBER & PRINCIPAL | B | yes | 04/2020 | Mar 29, 2021 | Nov 21, 2024 |
| DUNCAN, JON, MICHAEL | Member | Na | yes | 05/2004 | Mar 23, 2012 | Nov 21, 2024 |
| KAARVAND, TANIA, PATRICIA | DIRECTOR OF OPERATIONS & CCO | Na | yes | 03/2020 | Mar 27, 2020 | Nov 21, 2024 |
| LANG, JEFFREY, MITCHELL | MANAGING MEMBER & PRINCIPAL | E | yes | 04/2013 | Jun 11, 2015 | Nov 21, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $301M | $301M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Feb 19, 2025 | $274M | $274M | 5 | 3 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $245M | $245M | 6 | 4 | 0 | n/a | n/a |
| 2022 | Apr 3, 2023 | $219M | $219M | 5 | 3 | 0 | n/a | n/a |
| 2021 | Mar 30, 2022 | $228M | $228M | 4 | 3 | 0 | n/a | n/a |
| 2020 | Mar 29, 2021 | $192M | $192M | 4 | 3 | 0 | n/a | n/a |
| 2019 | Mar 27, 2020 | $161M | $161M | 4 | 3 | 0 | n/a | n/a |
| 2018 | Mar 29, 2019 | $139M | $139M | 4 | 3 | 0 | n/a | n/a |
| 2017 | Mar 27, 2018 | $146M | $146M | 4 | 3 | 0 | n/a | n/a |
| 2016 | Mar 30, 2017 | $128M | $128M | 3 | 2 | n/a | n/a | n/a |
| 2015 | Mar 7, 2016 | $126M | $126M | 4 | 3 | n/a | n/a | n/a |
| 2011 | Mar 23, 2012 | $73.5M | $70.1M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $301M | $274M | 10.0% | $219M | 11.3% | 5 | 5 | 0 | 0 |