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Home > Retirement Planners > florida > sebring > SECOND HALF FINANCIAL PARTNERS, LLC
SECOND HALF FINANCIAL PARTNERS, LLC
145 West Center Avenue
Sebring, Florida 33870
Tel: 863-385-1101
About SECOND HALF FINANCIAL PARTNERS, LLC
SECOND HALF FINANCIAL PARTNERS, LLC, formally registered with the SEC as SECOND HALF FINANCIAL PARTNERS, LLC. The firm was established in 07/05/2018. They have over 1 offices throughout the country.
SECOND HALF FINANCIAL PARTNERS, LLC is a Sebring, Florida based Financial Planning firm with nearly $283,976,191 assets under management, offering retirement planning & investment advisory services to 1492 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163454 |
| SEC# | 801-113533 |
| Assets Managed by Firm | $283,976,191 |
| No. of Clients | 1492 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1492 | $283,976,191 |
| Individuals (other than high net worth individuals) | 655 | $171,206,769 |
| High net worth individuals | 83 | $100,287,517 |
| Charitable organizations | 5 | $4,515,723 |
| Corporations or other businesses | 10 | $7,966,182 |
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|---|---|---|---|
| $433,814,330,581 | 1070028 | 13966 | |
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| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 |
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