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Building 2SECOND 50 FINANCIAL

Map pinMANHATTAN BEACH, CA
Phone424-260-1551
NotebookSEC #801-123346
Total AUM
$341.6M
Employees
5
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 N. SEPULVEDA BLVD
SUITE 350
MANHATTAN BEACH
CA 90266
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
424-260-1551
Other Offices
1

ReceiptFinancials

Total AUM
$341.6M
Accounts
498
Discretionary
$341.6M
Accounts
498
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
85
AUM
$42.1M
HNW Individual Clients
71
AUM
$299.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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