Second 50 Financial

Second 50 Financial (CRD# 318626) is a financial advisory firm headquartered in Manhattan Beach, CA. They manage $221,795,817 in 397 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
111 N. Sepulveda Blvd, Suite 300, Manhattan Beach, CA 90266
https://second50financial.com
By the Numbers
  • Total Assets Under Management
    222
    MILLION
  • Total Number of Accounts
    397
    ACCOUNTS
  • Average Account Value
    $558,680
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL, TX

Financial Advisors at Second 50 Financial
Showing 1 - 2 of 2 top financial advisors.
1
Kathleen Adams, financial advisor Manhattan Beach CA
Kathleen A. Adams
CRD#: 3266692
111 N. Sepulveda Blvd, Suite 300, Manhattan Beach, CA 90266

Kathleen Adams (CRD# 3266692) is an Investment Advisor Representative working at Second 50 Financial in Manhattan Beach, CA and has over 24 years of experience in the finance industry.

2
David Swift, financial advisor Manhattan Beach CA
David H. Swift
CRD#: 5708601
111 N. Sepulveda Blvd, Suite 300, Manhattan Beach, CA 90266

David Swift (CRD# 5708601) is an Investment Advisor Representative working at Second 50 Financial in Manhattan Beach, CA and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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