Security First Financial
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Overview
Security First Financial is a financial advisory firm headquartered in Swartz Creek, Michigan. Security First Financial administers $223.9 million in assets under management throughout 1,520 client accounts, making it a mid-tier financial advisory firm in the United States by assets under management (AUM). The company has a small team, including 1 financial advisor. Security First Financial is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, bonds and equities.
Security First Financial manages all of its accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction decisions without requiring the customer's approval. The investment advisory firm oversees an average of $147,275 in assets for every customer account. The typical advisor at Security First Financial oversees about 1,520 client accounts.
Security First Financial's central office is at 6012 S. Linden Road, Swartz Creek, Michigan 48473. It is permitted to serve customers throughout 6 states, including Florida, Michigan, Indiana, Ohio, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Security First Financial by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$223.9 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
1,520
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$147.3 thousand
Fee Structure
Fees for financial advice largely depend on which services the firm provides the client. However, fees billed by Security First Financial typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to retail investors, high net worth investors, charitable organizations and corporations. Out of its 1,520 accounts, Security First Financial's largest client group by number of accounts is retail investors, but it also caters to 83 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 13.95%
- Other Individuals - 85.55%
- Corporations - 0.17%
- Charitable Organizations - 0.34%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Security First Financial does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Security First Financial
Swartz Creek, MI
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