SECURITY FIRST FINANCIAL INC.
Legal name: SECURITY FIRST FINANCIAL
CRD #122408 SEC #801-79680 SWARTZ CREEK, MI 810-655-2129
SEC Registered
Total AUM
$268.6M
Discretionary
$268.6M
Employees
1
Clients
0
Accounts
1,568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $268.6M | $268.6M | $0 | 1 | 0 |
| Jun 2025 | $268.6M | $268.6M | $0 | 1 | 0 |
| Jan 2025 | $268.6M | $268.6M | $0 | 1 | 0 |
| Feb 2024 | $238.4M | $238.4M | $0 | 1 | 0 |
| Feb 2023 | $223.9M | $223.9M | $0 | 1 | 0 |
| Feb 2022 | $260M | $260M | $0 | 1 | 0 |
| Feb 2021 | $198.1M | $198.1M | $0 | 2 | 0 |
| Jun 2020 | $188.3M | $188.3M | $0 | 2 | 0 |
| Feb 2020 | $188.3M | $188.3M | $0 | 2 | 0 |
| Mar 2019 | $152.5M | $152.5M | $0 | 2 | 0 |
| Feb 2018 | $154.4M | $154.4M | $0 | 2 | 0 |
| Feb 2017 | $127.3M | $127.3M | $0 | 2 | 500 |
| Jan 2016 | $111.5M | $111.5M | $0 | 2 | 400 |
| Jan 2015 | $109.4M | $109.4M | $0 | 2 | 400 |
| Apr 2014 | $100.4M | $100.4M | $0 | 2 | 400 |
| Jun 2012 | $60M | $60M | $0 | 1 | 300 |
| Apr 2012 | $58.2M | $58.2M | $0 | 1 | 300 |
| Mar 2012 | $58.2M | $58.2M | $0 | 1 | 300 |
| Jan 2011 | $53.5M | $53.5M | $0 | 5 | -- |
| Mar 2007 | $33.6M | $33.6M | $0 | 5 | -- |
DateSep 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees1
Clients0
DateJun 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees1
Clients0
DateJan 2025
Total AUM$268.6M
Discretionary$268.6M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2023
Total AUM$223.9M
Discretionary$223.9M
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$260M
Discretionary$260M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$198.1M
Discretionary$198.1M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2020
Total AUM$188.3M
Discretionary$188.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$152.5M
Discretionary$152.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2018
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2017
Total AUM$127.3M
Discretionary$127.3M
Non-Disc.$0
Employees2
Clients500
DateJan 2016
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients400
DateJan 2015
Total AUM$109.4M
Discretionary$109.4M
Non-Disc.$0
Employees2
Clients400
DateApr 2014
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees2
Clients400
DateJun 2012
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees1
Clients300
DateApr 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees1
Clients300
DateMar 2012
Total AUM$58.2M
Discretionary$58.2M
Non-Disc.$0
Employees1
Clients300
DateJan 2011
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$33.6M
Discretionary$33.6M
Non-Disc.$0
Employees5
Clients--