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Home > Retirement Planners > michigan > swartz creek > SECURITY FIRST FINANCIAL
SECURITY FIRST FINANCIAL
6012 S. Linden Road
Suite 10
Swartz Creek, Michigan 48473
Tel: 810-655-2129
About SECURITY FIRST FINANCIAL
SECURITY FIRST FINANCIAL, formally registered with the SEC as SECURITY FIRST FINANCIAL. The firm was established in 05/23/2014. They have over 1 offices throughout the country.
SECURITY FIRST FINANCIAL is a Swartz Creek, Michigan based Financial Planning firm with nearly $268,612,111 assets under management, offering retirement planning & investment advisory services to 1568 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122408 |
| SEC# | 801-79680 |
| Assets Managed by Firm | $268,612,111 |
| No. of Clients | 1568 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1568 | $268,612,111 |
| Individuals (other than high net worth individuals) | 558 | $177,046,451 |
| High net worth individuals | 61 | $91,453,378 |
| Corporations or other businesses | 1 | $112,282 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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