Overview
Assets Under Management: $232 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 50
Average Client Assets: $2 million
Frequently Asked Questions
SECURITY FIRST ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117502), SECURITY FIRST ADVISORS, INC. is subject to fiduciary duty under federal law.
SECURITY FIRST ADVISORS, INC. is headquartered in PORTLAND, OR.
SECURITY FIRST ADVISORS, INC. serves 50 high-net-worth clients according to their SEC filing dated December 18, 2024. View client details ↓
According to their SEC Form ADV, SECURITY FIRST ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SECURITY FIRST ADVISORS, INC. manages $232 million in client assets according to their SEC filing dated December 18, 2024.
According to their SEC Form ADV, SECURITY FIRST ADVISORS, INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.03
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,213
Non-Discretionary Accounts: 1,213
Regulatory Filings
CRD Number: 117502
Last Filing Date: 2024-12-18 00:00:00
Website: https://thinkpinnacle.com