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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Second Half Financial Partners LLC
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|---|---|
| CRD # | 163454 |
| SEC # | 801-113533 |
| CIK # | 0001946654 |
| AUM | $364.1 M (2025-03-28) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 863-385-1101 |
| Address | 145 West Center Avenue Sebring, FL 33870 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.3 | ||
| Nvidia Corp | 1.6 | ||
| Microsoft Corp | 1.5 | ||
| Netflix Inc | 1.3 | ||
| Amazon Com Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Wal Mart Stores Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,025 | 230.8 |
| (b) Individuals (high net worth individuals) | 78 | 120.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.1 |
| (h) Charitable organizations | 5 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 7.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,119 | 364.1 |
| By Discretionary | ||
| Discretionary | 1,119 | 364.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,119 | 364.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 364.1 | |
| Total | 1,119 | 364.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001946654] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Smart Money Group LLC
✚
|
TX | 0.4 |
|
Eagle Wealth Management Group Inc
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|
CA | 0.4 |
|
Keener Financial Planning LLC
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|
TX | 0.4 |
|
Grove Street Fiduciary LLC
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|
NH | 0.4 |
|
DEW Wealth Management LLC
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|
AZ | 0.4 |
|
Sterling Financial Group Inc
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|
CA | 0.4 |
|
Mountain Hill Investment Partners
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|
NJ | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
Rossby Financial LLC
✚
|
FL | 0.4 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.4 |