Second 50 Financial
Firm details
- Headquarters
- Manhattan Beach, California
- CRD number
- 318626
- Registered since
- March 1, 2022
- Website
- www.second50financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI87.67%
- Individuals12.33%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Second 50 Financial is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2022. The firm operates as a capital allocator for individual and family clients, charging either a percentage of assets under management or fixed fees. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds27%
- Exchange Traded Equities25%
- Non-Exchange Traded Equities20%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds8%
Contacts
2 of 2
David Swift
Founding Partner and Financial AdvisorCRD 5708601

Kathleen Adams
Founding PartnerCRD 3266692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Manhattan Beach, CA
Los Angeles
Location
Manhattan Beach, CA
Headquartered in Manhattan Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 111 N Sepulveda Blvd
- Time zone
- PT (UTC-8)
- Office locations
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