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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2021
- Office Locations
- 1
Office Locations
About Mike Sena Advisors, Inc.
Mike Sena Advisors, Inc. is a CFP-led RIA serving high-earning individuals/couples (typically $500k+), including entrepreneurs and C-level executives. The firm provides flat-fee, no-commission planning and ongoing advice covering taxes, estate planning, Social Security/Medicare, insurance and risk management, plus portfolio management that coordinates all assets—often via ETF-based portfolios custodied at Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN MICHAEL SENA JR
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5583978
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,473,165 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,473,165 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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