Second Look Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 128028
- Website
- www.secondlookfinancial.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Second Look Financial, LLC is an independent registered investment advisor that primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it does serve as an insurance broker. The firm’s client base consists of individuals and families, and it employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Cash & Cash Equivalents70%
- Exchange Traded Equities25%
Contacts
1 of 1
Michael Dillon
Managing PrincipalCRD 4741360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations