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Building 2SECURITY FIRST FINANCIAL

Map pinSWARTZ CREEK, MI
Phone810-655-2129
NotebookSEC #801-79680
Total AUM
$299.5M
Employees
2
Clients
640

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6012 S. LINDEN ROAD
SUITE 10
SWARTZ CREEK
MI 48473
United States
Operating Hours
9:00 - 3:00 ET
Monday - Friday
Phone
810-655-2129

ReceiptFinancials

Total AUM
$299.5M
Accounts
1,680
Discretionary
$299.5M
Accounts
1,680
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
572
AUM
$193M
HNW Individual Clients
67
AUM
$106.4M
Corporation or Business Clients
1
AUM
$122.2K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAINMIOHTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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