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Security Financial Services, Inc.

● SEC registered since 2009CRD 122050SEC# 801-69787Fort Wayne, IN
Export (members)
Reg. AUM
$1.13B
Employees
14
Accounts
2,848
Location
Fort Wayne, IN

Security Financial Services, Inc. assets under management

Security Financial Services, Inc. operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2009. It reports $1.1 billion in regulatory assets under management and employs 14 people.

Security Financial Services, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Alex Joseph Budzon ControlDirector10-25%2015
Christopher Allan Slyby ControlDirectorUnder 5%2021
Joseph Dewald ControlVice President10-25%2014
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Frequently asked questions

How much does Security Financial Services, Inc. manage?

Security Financial Services, Inc. reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Security Financial Services, Inc. have?

Security Financial Services, Inc. reports 14 employees.

Where is Security Financial Services, Inc. located?

Security Financial Services, Inc. is based in Fort Wayne, IN and has been SEC-registered since 2009.

Does Security Financial Services, Inc. disclose fund performance?

Security Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address12726 Coldwater Road, Fort Wayne, IN 46845
Phone260-619-3100
Fax260-619-3609
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1913590
Discloses disciplinary historyNo

Assets under management

Discretionary$1.12B
Non-discretionary$6.4M
Total (RAUM)$1.13B