SECURITY FIRST ADVISORS

Tel: 503-274-4224 12703 Sw 67th Avenue Portland, Oregon 97223

About 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

Firm CRD#:

117502

Firm SEC#:

801-118065

Assets Under Management:

$232,265,595

No. of Clients:

1213

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)

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