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Building 2SECOND HALF FINANCIAL PARTNERS, LLC

Map pinSEBRING, FL
Phone863-385-1101
NotebookSEC #801-113533
Total AUM
$128M
Employees
5
Clients
493

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 WEST CENTER AVENUE
SEBRING
FL 33870
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
863-385-1101

ReceiptFinancials

Total AUM
$128M
Accounts
717
Discretionary
$128M
Accounts
717
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
439
AUM
$74.6M
HNW Individual Clients
46
AUM
$52M
Pension/Profit Sharing Plan Clients
2
AUM
$145K
Charitable Organization Clients
1
AUM
$685K
Corporation or Business Clients
5
AUM
$595K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
FLGALAMINCNHOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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