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Second Opinion Financial
Second Opinion Financial is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Overview
SECOND OPINION FINANCIAL is a state-registered investment adviser in SOUTHLAKE, TX. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Principals
Craig L. Glick
President
Frequently asked questions
Does Second Opinion Financial participate in fund commitments or only direct deals?
The firm structures its own portfolio directly. While it does not publicly disclose its mix of direct holdings versus third-party fund commitments, its public-facing model is anchored in internal investment management rather than aggregating capital as a fund-of-funds or feeder vehicle.
How does Second Opinion Financial coordinate estate and tax planning alongside its investments?
The firm integrates these disciplines under one leadership structure. Rather than treating portfolio management as a siloed function separate from trust and estate work, Glick's dual role positions tax implications and generational transfer timelines as active inputs to asset allocation, not after-the-fact considerations.
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