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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