Security First Financial Inc.
● SEC registered since 2014CRD 122408SEC# 801-79680Swartz Creek, MI
Reg. AUM
$299.5M
Employees
2
Accounts
1,680
Location
Swartz Creek, MI
Security First Financial Inc. assets under management
Security First Financial Inc. is an SEC-registered investment adviser based in Swartz Creek, MI. The firm has been registered since 2014. It reports $299.5 million in regulatory assets under management and employs 2 people.
Security First Financial Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eleanor Marie Herhold Control | Vice President, Chief Financial Officer | 50-75% | 2000 |
| Mark Howard Herhold Control | President And Chief Compliance Officer | 50-75% | 2000 |
| Melissa H Olinger Control | Chief Operating Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Security First Financial Inc. manage?
Security First Financial Inc. reports $299.5 million in regulatory assets under management on its Form ADV.
How many employees does Security First Financial Inc. have?
Security First Financial Inc. reports 2 employees.
Where is Security First Financial Inc. located?
Security First Financial Inc. is based in Swartz Creek, MI and has been SEC-registered since 2014.
Does Security First Financial Inc. disclose fund performance?
Security First Financial Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6012 S. Linden Road, Suite 10, Swartz Creek, MI 48473 |
| Phone | 810-655-2129 |
| Office hours | 9:00 - 3:00 Et |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$299.5M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$299.5Mregulatory AUM
Discretionary $299.5M