Security Financial Services, Inc.
● SEC registered since 2009CRD 122050SEC# 801-69787Fort Wayne, IN
Reg. AUM
$1.34B
Employees
16
Accounts
3,297
Location
Fort Wayne, IN
Security Financial Services, Inc. assets under management
Security Financial Services, Inc. operates as an SEC-registered investment adviser based in Fort Wayne, IN. The firm has been registered since 2009. It reports $1.3 billion in regulatory assets under management and employs 16 people.
Security Financial Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Joseph Budzon Control | Vice President | 10-25% | 2015 |
| Christopher Allan Slyby Control | Secretary/Director | Under 5% | 2021 |
| Joseph Dewald Control | Director | 10-25% | 2014 |
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Join to unlock · $37/moFrequently asked questions
How much does Security Financial Services, Inc. manage?
Security Financial Services, Inc. reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Security Financial Services, Inc. have?
Security Financial Services, Inc. reports 16 employees.
Where is Security Financial Services, Inc. located?
Security Financial Services, Inc. is based in Fort Wayne, IN and has been SEC-registered since 2009.
Does Security Financial Services, Inc. disclose fund performance?
Security Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12726 Coldwater Road, Fort Wayne, IN 46845 |
| Phone | 260-619-3100 |
| Fax | 260-619-3609 |
| Office hours | 8:00 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1913590 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.32BNon-discretionary $26M