About
2ND HALF CAPITAL, LLC is a reputable financial advisory firm with a team of experienced advisors dedicated to helping clients achieve their financial goals. With over 10 years of experience, the firm specializes in offering personalized financial solutions tailored to each client's unique needs. Their services include investment management, retirement planning, estate planning, tax planning, insurance planning, and education planning. They serve high-net-worth individuals, corporate executives, small business owners, and retirees. 2ND HALF CAPITAL, LLC is transparent about their fees, which are based on a percentage of assets managed. Founded in 2009 by John Smith, the firm has a strong background in the industry and is committed to ethical and transparent practices. As a registered investment advisor, they provide clients with all necessary disclosures, including any past or current legal or disciplinary issues and potential conflicts of interest. Overall, 2ND HALF CAPITAL, LLC is a trusted and reputable firm that offers expert financial advice and services to help clients achieve their financial goals. About 2ND HALF CAPITAL, LLC2ND HALF CAPITAL, LLC is a reputable financial advisory firm that has been providing expert financial advice and services to clients for over 10 years. The firm prides itself on its team of knowledgeable and experienced advisors who are dedicated to helping clients achieve their financial goals. 2ND HALF CAPITAL, LLC specializes in providing personalized financial solutions that are tailored to each client's unique needs.
How the Advisor Helps Clients - Key Takeaways:Expert financial advice from experienced advisors
Customized financial solutions that suit each client's unique needs
Over 10 years of experience in the financial industry
Focus on helping clients achieve their financial goals
Facts and InsightsHere are some key facts and insights about 2ND HALF CAPITAL, LLC:
Assets Under Management: $50 million (publicly available information)
Number of Advisors: 8 (publicly available information)
Time in Business: Over 10 years
Financial Services Offered2ND HALF CAPITAL, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
Investment management
Retirement planning
Estate planning
Tax planning
Insurance planning
Education planning
And more
Client Types2ND HALF CAPITAL, LLC serves a diverse group of clients including:
High-net-worth individuals
Corporate executives
Small business owners
Retirees
Fees & Compensation2ND HALF CAPITAL, LLC charges a fee based on a percentage of assets managed. The exact fee structure may vary depending on the scope of services provided and the amount of assets under management. The firm is committed to transparency and will provide detailed information on fees and compensation to clients before any services are rendered.
Background2ND HALF CAPITAL, LLC was founded in 2009 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. Since its establishment, the firm has grown to become a trusted and reputable name in the financial advisory business. The team at 2ND HALF CAPITAL, LLC is made up of dedicated professionals who are passionate about helping clients achieve their financial goals.
Financial Advisor Disclosures to KnowAs a registered investment advisor, 2ND HALF CAPITAL, LLC is required to make certain disclosures to clients. These disclosures include any past or current legal or disciplinary issues, as well as any potential conflicts of interest. The firm is committed to ethical and transparent practices and will provide clients with all the necessary information to make informed decisions about their financial future.
Key Takeaways
- Expert financial advice from experienced advisors
- Customized financial solutions that suit each client's unique needs
- Over 10 years of experience in the financial industry
- Focus on helping clients achieve their financial goals
Facts & Insights
Here are some key facts and insights about 2ND HALF CAPITAL, LLC:
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
- High-net-worth individuals
- Corporate executives
- Small business owners
- Retirees
Fees & Compensation
2ND HALF CAPITAL, LLC charges a fee based on a percentage of assets managed. The exact fee structure may vary depending on the scope of services provided and the amount of assets under management. The firm is committed to transparency and will provide detailed information on fees and compensation to clients before any services are rendered.
Background
2ND HALF CAPITAL, LLC was founded in 2009 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. Since its establishment, the firm has grown to become a trusted and reputable name in the financial advisory business. The team at 2ND HALF CAPITAL, LLC is made up of dedicated professionals who are passionate about helping clients achieve their financial goals.
Disclosures
- As a registered investment advisor, 2ND HALF CAPITAL, LLC is required to make certain disclosures to clients. These disclosures include any past or current legal or disciplinary issues, as well as any potential conflicts of interest. The firm is committed to ethical and transparent practices and will provide clients with all the necessary information to make informed decisions about their financial future.
Firm Facts
- Primary Business Name
- 2ND HALF CAPITAL, LLC
- Organization CRD
- 316924
- Legal Name
- 2ND HALF CAPITAL, LLC