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Security First Financial Inc.

● SEC registered since 2014CRD 122408SEC# 801-79680Swartz Creek, MI
Export (members)
Reg. AUM
$268.6M
Employees
1
Accounts
1,568
Location
Swartz Creek, MI

Security First Financial Inc. assets under management

Security First Financial Inc. is an SEC-registered investment adviser based in Swartz Creek, MI. The firm has been registered since 2014. It reports $268.6 million in regulatory assets under management and employs 1 people.
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Security First Financial Inc. owners & executives

4 reported
NameTitleOwnershipSince
Eleanor Marie Herhold ControlVice President, Chief Financial Officer50-75%2000
Mark Howard Herhold ControlPresident And Chief Compliance Officer50-75%2000
Melissa H Olinger ControlChief Operating OfficerUnder 5%2025
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Frequently asked questions

How much does Security First Financial Inc. manage?

Security First Financial Inc. reports $268.6 million in regulatory assets under management on its Form ADV.

How many employees does Security First Financial Inc. have?

Security First Financial Inc. reports 1 employees.

Where is Security First Financial Inc. located?

Security First Financial Inc. is based in Swartz Creek, MI and has been SEC-registered since 2014.

Does Security First Financial Inc. disclose fund performance?

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

Contact & registration

Address6012 S. Linden Road, Suite 10, Swartz Creek, MI 48473
Phone810-655-2129
Office hours9:00 - 3:00 Et
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$268.6M
Non-discretionary$0
Total (RAUM)$268.6M