Second Half Financial Partners, LLC
Firm details
- Headquarters
- Sebring, Florida
- CRD number
- 163454
- Registered since
- July 5, 2018
- Website
- www.secondhalfteam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals58.26%
- HNWI40.63%
- Charitable Organizations0.54%
- Corporations / Businesses0.46%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of Periodicals
Firm profile
FINTRXOverview
Second Half Financial Partners, LLC is an independent registered investment adviser formed in 2018 that serves individual, family and select institutional clients. The firm operates as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, pension consulting-related services (including selection of other advisers), and publishes periodic newsletters. Its fee arrangements include percentage-of-AUM billing alongside hourly charges. The adviser is not positioned as an ESG-focused investor and does not operate as a multi-state adviser. Industry relationships include affiliations with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Leila Shaver
Chief Compliance OfficerCRD 5764341
Contacts
3 of 3
Phillip Statler
President and FounderCRD 2555007
George Leidel
PartnerCRD 3074851
John Swaine
Managing MemberCRD 4072112
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$262M in ETFs
53%
$139M
40%
$123M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $43M | 469,315 | 16.44% |
Location
Sebring, FL
Highlands
Location
Sebring, FL
Headquartered in Sebring, FL, in the South of the United States.
- Region
- South
- County
- Highlands
- Address
- 145 W Center Ave
- Time zone
- ET (UTC-5)
- Office locations
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