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Jon Michael Duncan

SENESCHAL ADVISORS, LLC·TACOMA, Washington
Unclaimed Profile
2323 N. 30TH STREET, TACOMA, WA 98403CRD# 2121572Firm CRD# 131618
01

About

Jon Michael Duncan is a registered financial advisor based in TACOMA, Washington, affiliated with SENESCHAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SENESCHAL ADVISORS, LLC
SENESCHAL FAMILY OFFICE
AUM
$245M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SENESCHAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2121572
Firm CRD# 131618
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jon Michael Duncan offer?
Jon Michael Duncan specializes in Financial Planning, Investment Management. Contact their office in TACOMA, Washington for a consultation.
What are Jon Michael Duncan's credentials?
Jon Michael Duncan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jon Michael Duncan located?
Jon Michael Duncan is based in TACOMA, Washington, working with SENESCHAL ADVISORS, LLC. Their office serves clients in the TACOMA metropolitan area and surrounding communities.
How does Jon Michael Duncan charge for services?
Jon Michael Duncan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SENESCHAL ADVISORS, LLC?
SENESCHAL ADVISORS, LLC has approximately 5 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)BELLINGHAM (55)
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Research
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