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SECOND MOUNTAIN FINANCIAL, INC.
CRD 152493
1815 VIA EL PRADO STE 303, REDONDO BEACH, CA, 90277, United States
Phone
310-373-3952
Fax
310-775-4147
Registration
— (—)
Source
State registered
Total AUM
$37.4M
Discretionary AUM
$37.4M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $92K |
| High net worth individuals | 18 | $37.3M |
All web addresses on file
Official SEC filing: View on IAPD