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Founding Principal · Second 50 Financial

Kathleen A. Adams

CRD 3266692 · Named on Form ADV at one SEC-registered adviser

At a glance

Second 50 Financial, an SEC-registered wealth manager based in Manhattan Beach, CA with $342 million in regulatory assets, lists Kathleen A. Adams on its Form ADV as Founding Principal, a control person.

Firms and roles

  • Second 50 FinancialFounding PrincipalWealth manager · Manhattan Beach, CA · $342M in regulatory assets

AtlasMembers

Kathleen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • David H. SwiftFounder/principal/chief Compliance Officer, Second 50 Financial

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathleen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.