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SENIORS SECURITY FINANCIAL, LTD.

Advisory

IL

Data as of Jun 14, 2022 · Source: SEC Form ADV

Rank in IL

#1,645

of 1,719 advisers by AUM

Average account

$68K

across 36 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 14, 2022.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

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

See plansIncluded with the Intelligence plan

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

33 clients

3 high-net-worth

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

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Advisers of similar size in IL

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

NORTH POINTE FINANCIAL ADVISORS, INC

$2M

OGILVIE SECURITY ADVISORS CORPORATION

$2M

LINDNER CAPITAL MANAGEMENT, LLC

$3M

OBAR WEALTH MANAGEMENT LLC

LAKE FOREST, IL

$2M

DREAM WEAVER FINANCIAL PLANNING LLC

$2M

SALT CREEK HILLS MONEY, LTD.

$3M

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