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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-09-2003
- Office Locations
- 1
Office Locations
About Second Look Financial, Llc.
Second Look Financial LLC is a Scottsdale, AZ registered investment adviser serving individuals and small-to-midsize business owners with integrated wealth management and retirement plan guidance. The firm pairs tailored investment/asset management with estate planning support (wills, trusts, and related documents) and insurance solutions including Medicare and life/health coverage, led by Managing Principal Michael Charles Dillon.
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Client Personas
Custodian
Services
Owner & Executives
MICHAEL CHARLES DILLON
MANAGING PRINCIPAL, Principal
- CRD
- #4741360
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $335,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $335,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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