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| Security First Advisors Inc
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|
|
|---|---|
| CRD # | 117502 |
| SEC # | 801-118065 |
| CIK # | |
| AUM | $232.3 MM (2024-03-28) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 503-274-4224 |
| Address | 12703 SW 67th Avenue Portland, OR 97223 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 57.0 |
| (b) Individuals (high net worth individuals) | 88 | 105.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 197 | 54.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 841 | 219.4 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 841 | 219.4 |
| Total | 841 | 219.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 219.0 | |
| Total | 841 | 219.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
PWA Financial
✚
|
PA | 0.2 |
|
Demars Financial Group LLC
✚
|
WA | 0.2 |
|
Semus Wealth Partners LLC
✚
|
FL | 0.2 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.2 |
|
Fox Financial Inc
✚
|
PA | 0.2 |
|
Pettee Investors Inc
✚
|
CT | 0.2 |
|
APS Wealth Management LLC
✚
|
NY | 0.2 |
|
Accretive Wealth Management LLC
✚
|
CA | 0.2 |
|
LPF Advisors LLC
✚
|
FL | 0.2 |
|
Leigh Baldwin & Co LLC
✚
|
NY | 0.2 |