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| Keyboard |
| Second 50 Financial LLC
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|---|---|
| CRD # | 318626 |
| SEC # | 801-123346 |
| CIK # | |
| AUM | 341.6 M (2026-06-13) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 424-260-1551 |
| Address | 111 N Sepulveda Blvd Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 42.1 |
| (b) Individuals (high net worth individuals) | 71 | 299.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 498 | 341.6 |
| By Discretionary | ||
| Discretionary | 498 | 341.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 498 | 341.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.6 | |
| Total | 498 | 341.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Athena Investment Management
✚
|
342.1 M | |
|
Legacy Beyond Wealth LLC
✚
|
342.0 M | |
|
M3 Advisory Group LLC
✚
|
MA | 342.0 M |
|
Eaglebrook Advisors Inc
✚
|
NY | 342.0 M |
|
Steelhead Wealth Management LLC
✚
|
VA | 341.9 M |
|
Petros Family Wealth LLC
✚
|
MN | 341.6 M |
|
Ergawealth Advisors Inc
✚
|
IL | 341.5 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
✚
|
PR | 341.3 M |
|
Eukles Asset Management LLC
✚
|
OH | 341.1 M |