SECOND 50 FINANCIAL
Firm details
- Headquarters
- MANHATTAN BEACH, California
- CRD number
- 318626
- Registered since
- March 1, 2022
- Website
- www.second50financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.67%
- Individuals12.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Second 50 Financial is an independent registered investment adviser organized as an LLC that began SEC registration in 2022. The firm serves individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It bills clients on a percentage-of-AUM and fixed-fee basis and identifies itself as a capital allocator, which aligns with its practice of directing portions of client capital to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds27%
- Exchange Traded Equities25%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
Contacts
2 of 2DAVID SWIFT
Founding Partner and Financial AdvisorCRD 5708601
KATHLEEN ADAMS
Founding PartnerCRD 3266692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MANHATTAN BEACH, CA
LOS ANGELES
Location
MANHATTAN BEACH, CA
Headquartered in MANHATTAN BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 111 N Sepulveda Blvd
- Time zone
- PT (UTC-8)
- Office locations
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