About MIKE SENA ADVISORS, INC.
MIKE SENA ADVISORS, INC. is a highly reputable financial advisory firm that has been providing expert financial guidance to clients for over 20 years. The company is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive financial planning.
How does the advisor help clients – Key Takeaways:
- Specializes in personalized financial planning for individuals and businesses
- Utilizes a comprehensive approach to help clients achieve their financial goals
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and more
- Caters to clients of all types and backgrounds, including high-net-worth individuals and small business owners
- Operates with transparency and integrity, always putting the client’s best interests first
Facts and Insights
MIKE SENA ADVISORS, INC. employs a team of experienced financial advisors who are dedicated to providing their clients with the best possible financial advice and solutions. The company’s approach is centered on creating personalized financial plans that take into account each client’s unique goals, risk tolerance, and financial situation.
The advisors at MIKE SENA ADVISORS, INC. also stay updated on the ever-changing financial landscape and are well-versed in the latest financial strategies and techniques. This allows them to offer valuable insights and guidance to their clients, helping them make informed decisions about their finances.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 20+ years |
These figures are publicly available and showcase the impressive growth and success of MIKE SENA ADVISORS, INC. over the years.
Financial Services Offered
MIKE SENA ADVISORS, INC. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business succession planning
- And more
Client Types
MIKE SENA ADVISORS, INC. is dedicated to helping clients of all types and backgrounds achieve their financial goals. The company serves:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporations
- Trusts
- And more
Fees & Compensation
MIKE SENA ADVISORS, INC. operates on a fee-only structure, meaning the company’s only source of compensation is the fee paid by the client. This structure eliminates any potential conflicts of interest and ensures that the advisors act solely in the best interests of their clients.
The fees charged by MIKE SENA ADVISORS, INC. are based on a percentage of the assets under management and are determined based on the complexity of the client’s financial situation and the services provided.
Background
MIKE SENA ADVISORS, INC. was founded in 1999 by Mike Sena, a highly experienced and respected financial advisor. With his extensive knowledge and expertise, Mike has built the company from the ground up and established it as a reputable and reliable source of financial advice.
The company has grown significantly over the years, expanding its team of advisors and client base. Despite this growth, MIKE SENA ADVISORS, INC. remains committed to its core values of integrity, transparency, and putting the client’s best interests first.
Financial Advisor Disclosures to Know
As a highly reputable and transparent financial advisory firm, MIKE SENA ADVISORS, INC. believes in providing clients with all the necessary information to make informed decisions about their finances. This includes disclosing any potential conflicts of interest or relevant past disciplinary actions.