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SECOND HALF FINANCIAL PARTNERS, LLC

UUID48fc6965-7493-5824-a4ae-f3cd54ae7ec0
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 163454 163454 1.0
sec_file_number 801-113533 801-113533

Profile

Websitehttps://www.linkedin.com/company/the-second-half-team/
HQ CitySEBRING
HQ StateFL
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)364,118,989.0
  • RAUM (discretionary)364,118,989.0
  • Actionable assets133,313,084.0
  • Accounts1,119.0

Institutional Clients

  • Government AUM
  • Pension AUM149,099.0
  • Charitable AUM4,933,929.0
  • HNW AUM120,731,181.0

As of 2025-03-28 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.