SECURITY FIRST ADVISORS, INC.
Legal name: SECURITY FIRST ADVISORS
CRD #117502 SEC #801-118065 PORTLAND, OR 503-274-4224
SEC Registered
Total AUM
$232.3M
Discretionary
$0
Employees
7
Clients
1
Accounts
1,213
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2024 | $232.3M | $0 | $232.3M | 7 | 4 |
| Mar 2024 | $232.3M | $0 | $232.3M | 7 | 4 |
| Jan 2024 | $219.4M | $0 | $219.4M | 10 | 34 |
| Dec 2023 | $219.4M | $0 | $219.4M | 10 | 34 |
| Dec 2023 | $219.4M | $0 | $219.4M | 7 | 34 |
| Mar 2023 | $219.4M | $0 | $219.4M | 7 | 34 |
| Feb 2023 | $378.7M | $0 | $378.7M | 11 | 5 |
| Jul 2022 | $378.7M | $0 | $378.7M | 11 | 5 |
| Mar 2022 | $378.7M | $0 | $378.7M | 11 | 5 |
| Mar 2022 | $378.7M | $0 | $378.7M | 11 | 5 |
| Mar 2021 | $338M | $0 | $338M | 10 | 13 |
| May 2020 | $297.3M | $0 | $297.3M | 10 | 6 |
| Mar 2020 | $297.3M | $0 | $297.3M | 10 | 6 |
| Jan 2020 | $297.3M | $0 | $297.3M | 10 | 6 |
| Jan 2020 | $297.3M | $0 | $297.3M | 10 | 6 |
DateDec 2024
Total AUM$232.3M
Discretionary$0
Non-Disc.$232.3M
Employees7
Clients4
DateMar 2024
Total AUM$232.3M
Discretionary$0
Non-Disc.$232.3M
Employees7
Clients4
DateJan 2024
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees10
Clients34
DateDec 2023
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees10
Clients34
DateDec 2023
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees7
Clients34
DateMar 2023
Total AUM$219.4M
Discretionary$0
Non-Disc.$219.4M
Employees7
Clients34
DateFeb 2023
Total AUM$378.7M
Discretionary$0
Non-Disc.$378.7M
Employees11
Clients5
DateJul 2022
Total AUM$378.7M
Discretionary$0
Non-Disc.$378.7M
Employees11
Clients5
DateMar 2022
Total AUM$378.7M
Discretionary$0
Non-Disc.$378.7M
Employees11
Clients5
DateMar 2022
Total AUM$378.7M
Discretionary$0
Non-Disc.$378.7M
Employees11
Clients5
DateMar 2021
Total AUM$338M
Discretionary$0
Non-Disc.$338M
Employees10
Clients13
DateMay 2020
Total AUM$297.3M
Discretionary$0
Non-Disc.$297.3M
Employees10
Clients6
DateMar 2020
Total AUM$297.3M
Discretionary$0
Non-Disc.$297.3M
Employees10
Clients6
DateJan 2020
Total AUM$297.3M
Discretionary$0
Non-Disc.$297.3M
Employees10
Clients6
DateJan 2020
Total AUM$297.3M
Discretionary$0
Non-Disc.$297.3M
Employees10
Clients6