RIA Intel›Advisers›Oregon›SECURITY FIRST ADVISORS, INC.

SECURITY FIRST ADVISORS, INC.

Advisory

N·PORTLAND, OR

Data as of Dec 18, 2024 · Source: SEC Form ADV

Total AUM
$232M
1-Year AUM Growth
+5.8%
3-Year CAGR
-9.6%
Employees
4
Assets Under Management
Total AUM$232M
Discretionary AUM$0
Non-Discretionary AUM$232M
Discretionary %0%
Total Clients—
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJan 13, 2020
Latest FilingDec 18, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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