Second 50 Financial
Second 50 Financial is an SEC-registered wealth manager in Manhattan Beach, CA with $341.6M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Second 50 Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318626, SEC 801-123346, data through 2026-06-13.
- AUM (assets under management / regulatory AUM)
- $341.6M (2026-06-13)
- Firm type
- Wealth Manager
- Location
- Manhattan Beach, CA
- Employees
- 5
- Clients
- 156
- CRD
- 318626
- Ownership
- SWIFT, DAVID, HUGH; ADAMS, KATHLEEN, ANN
How much AUM does Second 50 Financial have?
Second 50 Financial reported $341.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-13).
Who owns Second 50 Financial?
Disclosed owners and executives of Second 50 Financial include SWIFT, DAVID, HUGH, ADAMS, KATHLEEN, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.