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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