SECURITY FIRST FINANCIAL
  • SECURITY FIRST FINANCIAL
  • SECURITY FIRST FINANCIAL INC.

Adviser Profile

As of Date 03/17/2026
Registration SEC, Approved, 05/23/2014
Other registrations (1)
ADV Location SWARTZ CREEK, MI, United States
Contact Info 810 xxxxxxx
Websites
AUM* 299,520,495 12%
of that, discretionary 299,520,495 12%
Number of Employees 2 100%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 178,286 4%
% High Net Worth 10.47% 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

300M 257M 214M 171M 128M 86M 43M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name KEITER CPA Filing Date12/23/2025 Form ADV-E View Report

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