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Second Half Financial Partners, LLC

● SEC registered since 2018CRD 163454SEC# 801-113533Sebring, FL
Export (members)
Reg. AUM
$364.1M
Employees
10
Accounts
1,119
Location
Sebring, FL

Second Half Financial Partners, LLC assets under management

Second Half Financial Partners, LLC operates as an SEC-registered investment adviser based in Sebring, FL. The firm has been registered since 2018. It reports $364.1 million in regulatory assets under management and employs 10 people.
statlerfinancial.comView on SEC.gov ↗

Second Half Financial Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Fitch Global, LLC ControlOwner50-75%2021
John 3:30 LLCOwner10-25%2021
Leidel Capital, Inc.Owner10-25%2021
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Frequently asked questions

How much does Second Half Financial Partners, LLC manage?

Second Half Financial Partners, LLC reports $364.1 million in regulatory assets under management on its Form ADV.

How many employees does Second Half Financial Partners, LLC have?

Second Half Financial Partners, LLC reports 10 employees.

Where is Second Half Financial Partners, LLC located?

Second Half Financial Partners, LLC is based in Sebring, FL and has been SEC-registered since 2018.

Does Second Half Financial Partners, LLC disclose fund performance?

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

Contact & registration

Address145 West Center Avenue, Sebring, FL 33870
Phone863-385-1101
Fax863-385-1646
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$364.1M
Non-discretionary$0
Total (RAUM)$364.1M