RIA Intel›Advisers›Pennsylvania›FIRST FINANCIAL SECURITY, LLC

FIRST FINANCIAL SECURITY, LLC

Advisory

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in PA

#1,325

of 1,528 advisers by AUM

Average account

$404K

across 29 accounts

AUM per adviser

$12M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

Discretionary %

0%

Clients

29

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$12M

Discretionary AUM$0

Non-Discretionary AUM$12M

Discretionary %0%

Total Clients29

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

29 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

PREMIER PROSPERITY ADVISORS LLC

$12M

OSTROSKI PATRICIA MARIE

PHILADELPHIA, PA

$12M

-55.7% 1Y

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC

$12M

ACE WEALTH MANAGEMENT, LLC

$12M

JSBJ ENTERPRISES, INC.

NEWTOWN, PA

$12M

BERT RIDDELL CRAMER, INVESTMENT ADVISER

$12M

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