Security First Financial
Security First Financial is an SEC-registered mass-market adviser in Swartz Creek, MI with $299.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Security First Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122408, SEC 801-79680, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $299.5M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Swartz Creek, MI
- Employees
- 2
- Clients
- 640
- CRD
- 122408
- Ownership
- HERHOLD, MARK, HOWARD; HERHOLD, MARK, H; Herhold, Eleanor, Marie; Olinger, Melissa, H; Olinger, Payton, L
How much AUM does Security First Financial have?
Security First Financial reported $299.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Security First Financial?
Disclosed owners and executives of Security First Financial include HERHOLD, MARK, HOWARD, HERHOLD, MARK, H, Herhold, Eleanor, Marie, Olinger, Melissa, H, Olinger, Payton, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.