Unclaimed Profile

Kathleen Ann Adams

SECOND 50 FINANCIAL LLC·MANHATTAN BEACH, California

Clean recordSECOND 50 FINANCIAL LLC

111 N. SEPULVEDA BLVD, MANHATTAN BEACH, CA 90266CRD# 3266692Firm CRD# 318626

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathleen Ann Adams · MANHATTAN BEACH, CA

Registration

CRD #3266692 · SECOND 50 FINANCIAL LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kathleen Ann Adams is a registered financial advisor based in MANHATTAN BEACH, California, affiliated with SECOND 50 FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SECOND 50 FINANCIAL LLC

SECOND 50 FINANCIAL

AUM

$222M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SECOND 50 FINANCIAL LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 3266692

Firm CRD# 318626

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kathleen Ann Adams offer?

Kathleen Ann Adams specializes in Financial Planning, Investment Management. Contact their office in MANHATTAN BEACH, California for a consultation.

What are Kathleen Ann Adams's credentials?

Kathleen Ann Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathleen Ann Adams located?

Kathleen Ann Adams is based in MANHATTAN BEACH, California, working with SECOND 50 FINANCIAL LLC. Their office serves clients in the MANHATTAN BEACH metropolitan area and surrounding communities.

How does Kathleen Ann Adams charge for services?

Kathleen Ann Adams's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SECOND 50 FINANCIAL LLC?

SECOND 50 FINANCIAL LLC has approximately 5 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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