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Second 50 Financial LLC

● SEC registered since 2022CRD 318626SEC# 801-123346Manhattan Beach, CA
Export (members)
Reg. AUM
$271.5M
Employees
5
Accounts
425
Location
Manhattan Beach, CA

Second 50 Financial LLC assets under management

Second 50 Financial LLC operates as an SEC-registered investment adviser based in Manhattan Beach, CA. The firm has been registered since 2022. It reports $271.5 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/second-50-financialView on SEC.gov ↗

Second 50 Financial LLC owners & executives

2 reported
NameTitleOwnershipSince
David Hugh Swift ControlFounder/Principal/Chief Compliance Officer25-50%2021
Kathleen Ann Adams ControlFounding Principal50-75%2021

Frequently asked questions

How much does Second 50 Financial LLC manage?

Second 50 Financial LLC reports $271.5 million in regulatory assets under management on its Form ADV.

How many employees does Second 50 Financial LLC have?

Second 50 Financial LLC reports 5 employees.

Where is Second 50 Financial LLC located?

Second 50 Financial LLC is based in Manhattan Beach, CA and has been SEC-registered since 2022.

Does Second 50 Financial LLC disclose fund performance?

Second 50 Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address111 N. Sepulveda Blvd, Suite 300, Manhattan Beach, CA 90266
Phone424-260-1551
Office hours9:00 a.m. - 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$271.5M
Non-discretionary$0
Total (RAUM)$271.5M