← Tributary

SECOND 50 FINANCIAL

MANHATTAN BEACH, CA · CRD 318626 · IAPD ↗ · 424-260-1551

$341.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SECOND 50 FINANCIAL reported RAUM up 26% ($271.5M -> $341.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
December 2025 — SECOND 50 FINANCIAL now reports custody of client assets ($33.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
June 2025 — SECOND 50 FINANCIAL notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — SECOND 50 FINANCIAL added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.