SECOND MOUNTAIN FINANCIAL, INC.

SECOND MOUNTAIN FINANCIAL, INC. of REDONDO BEACH, CA is an SEC-registered investment adviser (CRD 152493). Regulatory assets under management: $37.4M.

Registration

• CRD: 152493
• Type: Registered investment adviser
• Location: 1815 VIA EL PRADO STE 303, REDONDO BEACH, CA, 90277
• Phone: 310-373-3952
• Latest filing: 2026-02-12
• Regulatory AUM: $37.4M
• Discretionary AUM: $37.4M
• Clients: 1
• Accounts: 70

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152493 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search