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Home > Retirement Planners > california > manhattan beach > SECOND 50 FINANCIAL
SECOND 50 FINANCIAL
111 N. Sepulveda Blvd
Suite 300
Manhattan Beach, California 90266
Tel: 424-260-1551
About SECOND 50 FINANCIAL
SECOND 50 FINANCIAL, formally registered with the SEC as SECOND 50 FINANCIAL. The firm was established in 03/01/2022. They have over 2 offices throughout the country.
SECOND 50 FINANCIAL is a Manhattan Beach, California based Financial Planning firm with nearly $271,505,294 assets under management, offering retirement planning & investment advisory services to 425 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318626 |
| SEC# | 801-123346 |
| Assets Managed by Firm | $271,505,294 |
| No. of Clients | 425 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 425 | $271,505,294 |
| Individuals (other than high net worth individuals) | 74 | $35,775,308 |
| High net worth individuals | 62 | $235,729,986 |
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|---|---|---|---|
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| $3,047,294,350,591 | 522 | 700 | |
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