SECURITY FIRST FINANCIAL

Overview

Security First Financial is a small, SEC-registered advisory firm organized as a corporation and owned by an individual. Registered in 2014, the firm focuses on discretionary portfolio management for individuals, families and small-business clients and charges fees as a percentage of assets under management. It does not present itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator; its business activity centers on direct portfolio management rather than running pooled vehicles or serving as a fund sponsor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices