← Back to searchVisit website
SECURITY FIRST FINANCIAL
SECURITY FIRST FINANCIAL INC.
CRD 122408 · SEC 801-79680
6012 S. LINDEN ROAD, SUITE 10, SWARTZ CREEK, MI, 48473, United States
Phone
810-655-2129
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$299.5M
Discretionary AUM
$299.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 572 | $193.0M |
| High net worth individuals | 67 | $106.4M |
| Corporations/business entities | 1 | $122K |
States served
GA, IN, MI, OH, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD