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| Happy Holidays!! thanks for using AUM13F!! |
| Security Financial Services Inc
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|---|---|
| CRD # | 122050 |
| SEC # | 801-69787 |
| CIK # | 0001913590, 0001086481 |
| AUM | $1.1 B (2025-03-20) |
| Employees | 14 (43% Investors, 0% Brokers) |
| Phone | 260-619-3100 |
| Address | 12726 Coldwater Road Fort Wayne, IN 46845 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.8 | ||
| iShares Comex Gold Trust | 7.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 715 | 282.4 |
| (b) Individuals (high net worth individuals) | 219 | 604.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 6.8 |
| (h) Charitable organizations | 26 | 192.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 41.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,848 | 1,127.5 |
| By Discretionary | ||
| Discretionary | 2,767 | 1,121.1 |
| Non-Discretionary | 81 | 6.4 |
| Total | 2,848 | 1,127.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,126.5 | |
| Total | 2,848 | 1,127.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001086481] | |
| 13F-HR | [0001913590] |
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