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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2010
- Office Locations
- 1
Office Locations
About Security Financial ADVISORS,LLC
Security Financial Advisors, LLC is an independent RIA in Ann Arbor, MI providing personalized financial planning and investment guidance, with an emphasis on retirement planning, tax-aware strategies, estate considerations, and risk management. The firm supports individuals and entrepreneurs, building diversified portfolios using mutual funds and ETFs and incorporating insurance/annuity solutions when appropriate. Boutique, owner-led practice custodied with Charles Schwab.
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Owner & Executives
WILLIAM DEAN MARKS
Chief Compliance Officer, Financial Advisor
- CRD
- #4615320
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,706,028 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,706,028 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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