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SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454 · SEC 801-113533
145 WEST CENTER AVENUE, SEBRING, FL, 33870, United States
Phone
863-385-1101
Fax
863-385-1646
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.0M
Discretionary AUM
$128.0M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 439 | $74.6M |
| High net worth individuals | 46 | $52.0M |
| Pension/profit sharing plans | 2 | $145K |
| Charitable organizations | 1 | $685K |
| Corporations/business entities | 5 | $595K |
States served
GA, LA, MI, NC, OH, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD