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SECURITY FIRST ADVISORS
Tel: 503-274-4224
12703 Sw 67th Avenue Portland, Oregon 97223
SECURITY FIRST ADVISORS
SECURITY FIRST ADVISORS is a Portland, Oregon based financial advisory firm with nearly $232,265,595 in assets under management and provides investment advisory services for 1213 clients. There are currently 7 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Selection for other advisors , Other (PROJECT AND/OR CONSULTING SERVICES)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
117502
SEC#:
801-118065
No. of Clients:
1213
Assets under Management
$232,265,595
No. of Advisors:
7
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