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SECURITY FIRST ADVISORS
12703 Sw 67th Avenue
Portland, Oregon 97223
Tel: 503-274-4224
About SECURITY FIRST ADVISORS
SECURITY FIRST ADVISORS, formally registered with the SEC as SECURITY FIRST ADVISORS. The firm was established in 02/13/2020. They have over 2 offices throughout the country.
SECURITY FIRST ADVISORS is a Portland, Oregon based Financial Planning firm with nearly $232,265,595 assets under management, offering retirement planning & investment advisory services to 1213 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117502 |
| SEC# | 801-118065 |
| Assets Managed by Firm | $232,265,595 |
| No. of Clients | 1213 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (PROJECT AND/OR CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1213 | $232,265,595 |
| Individuals (other than high net worth individuals) | 432 | $114,738,858 |
| High net worth individuals | 50 | $116,195,600 |
| Charitable organizations | 2 | $1,331,137 |
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