SECOND HALF FINANCIAL PARTNERS, LLC
CRD #163454 SEC #801-113533 SEBRING, FL 863-385-1101
SEC Registered
Total AUM
$364.1M
Discretionary
$364.1M
Employees
10
Clients
51
Accounts
1,119
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $364.1M | $364.1M | $0 | 10 | 0 |
| Oct 2024 | $284M | $284M | $0 | 9 | 0 |
| Jun 2024 | $284M | $284M | $0 | 9 | 0 |
| May 2024 | $284M | $284M | $0 | 9 | 0 |
| Mar 2024 | $284M | $284M | $0 | 9 | 0 |
| Dec 2023 | $242.7M | $242.7M | $0 | 9 | 0 |
| Aug 2023 | $242.7M | $242.7M | $0 | 9 | 0 |
| Apr 2023 | $242.7M | $242.7M | $0 | 9 | 0 |
| Mar 2023 | $242.7M | $242.7M | $0 | 9 | 0 |
| Dec 2022 | $240.4M | $240.4M | $0 | 9 | 0 |
| Sep 2022 | $240.4M | $240.4M | $0 | 9 | 0 |
| Aug 2022 | $240.4M | $240.4M | $0 | 9 | 0 |
| May 2022 | $240.4M | $240.4M | $0 | 9 | 0 |
| Mar 2022 | $240.4M | $240.4M | $0 | 9 | 0 |
| Oct 2021 | $192.2M | $192.2M | $0 | 9 | 0 |
| Jul 2021 | $192.2M | $192.2M | $0 | 9 | 0 |
| Jun 2021 | $192.2M | $192.2M | $0 | 9 | 0 |
| May 2021 | $192.2M | $192.2M | $0 | 9 | 0 |
| Mar 2021 | $192.2M | $192.2M | $0 | 9 | 0 |
| Feb 2021 | $160.8M | $160.8M | $0 | 5 | 0 |
| Dec 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Oct 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Oct 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Jun 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Apr 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Mar 2020 | $160.8M | $160.8M | $0 | 5 | 0 |
| Oct 2019 | $120.6M | $120.6M | $0 | 5 | 0 |
| Apr 2019 | $120.6M | $120.6M | $0 | 5 | 0 |
| Mar 2019 | $120.6M | $120.6M | $0 | 5 | 0 |
| Dec 2018 | $107.2M | $107.2M | $0 | 4 | 0 |
| Nov 2018 | $107.2M | $107.2M | $0 | 4 | 0 |
| Jul 2018 | $107.2M | $107.2M | $0 | 4 | 0 |
| Jun 2018 | $107.2M | $107.2M | $0 | 4 | 0 |
| Jun 2018 | $107.2M | $107.2M | $0 | 4 | 0 |
DateMar 2025
Total AUM$364.1M
Discretionary$364.1M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees9
Clients0
DateDec 2023
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees9
Clients0
DateAug 2023
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees9
Clients0
DateApr 2023
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$242.7M
Discretionary$242.7M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees9
Clients0
DateSep 2022
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2022
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$240.4M
Discretionary$240.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2021
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$192.2M
Discretionary$192.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2021
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees5
Clients0
DateDec 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateJul 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2018
Total AUM$107.2M
Discretionary$107.2M
Non-Disc.$0
Employees4
Clients0