Investment adviser · CRD 117502
SECURITY FIRST ADVISORS
Investment adviser filing (IA)
SECURITY FIRST ADVISORS, INC.
PORTLAND, OR, United States · Form ADV filed Dec 18, 2024
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 1,213 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 50 | $116,195,600 | 50.0% |
| Individuals | 432 | $114,738,858 | 49.4% |
| Charities | Fewer than 5 | $1,331,137 | 0.6% |
Filing source
Form ADV 1920764 · Dec 18, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 18, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12703 SW 67TH AVENUEPORTLAND, OR, 97223, United States
CRD 117502
Filing source
Form ADV 1920764 · Dec 18, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.