This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2004
- Office Locations
- 3
Office Locations
About Seneschal Family Office
Seneschal Family Office is a Tacoma, WA-based advisory firm that custom designs, implements, and monitors financial and life plans for individuals and families navigating major transitions such as retirement, business sales, inheritance, illness, divorce, or loss of a spouse. The practice pairs wealth planning with portfolio construction and asset management, with portfolios often using ETFs, mutual funds, and fixed income; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY MITCHELL LANG
Managing Member, Managing Principal, PRINCIPAL
- CRD
- #2512108
- Ownership
- 75% or more
Candace Elayne Duecker
PRINCIPAL
- CRD
- #6893774
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
Unlock allContacts
Candace Elayne Duecker
PRINCIPAL
- CRD
- #6893774
Jon M. Duncan
Founder, CFP Board Emeritus Member
- CRD
- --
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $301,275,190 | $453,045 |
| Non-Discretionary | $0 | -- |
| Total | $301,275,190 | $453,045 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing