Overview
Assets Under Management: $269 million
Headquarters: SWARTZ CREEK, MI
High-Net-Worth Clients: 61
Average Client Assets: $1 million
Frequently Asked Questions
SECURITY FIRST FINANCIAL 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 #122408), SECURITY FIRST FINANCIAL INC. is subject to fiduciary duty under federal law.
SECURITY FIRST FINANCIAL INC. is headquartered in SWARTZ CREEK, MI.
SECURITY FIRST FINANCIAL INC. serves 61 high-net-worth clients according to their SEC filing dated June 19, 2025. View client details ↓
According to their SEC Form ADV, SECURITY FIRST FINANCIAL INC. offers portfolio management for individuals. View all service details ↓
SECURITY FIRST FINANCIAL INC. manages $269 million in client assets according to their SEC filing dated June 19, 2025.
According to their SEC Form ADV, SECURITY FIRST FINANCIAL INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.05
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,568
Discretionary Accounts: 1,568
Regulatory Filings
CRD Number: 122408
Filing ID: 1998835
Last Filing Date: 2025-06-19 15:24:00
Website: https://comcast.net