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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2000
- Office Locations
- 2
Office Locations
About Security First Financial
Security First Financial is a Swartz Creek, MI RIA led by Mark Herhold and partners providing investment management for individuals globally. The firm follows a long-term value approach focused on avoiding unnecessary risk, income generation, and participation in equity market growth, with portfolios largely implemented via ETFs. Clients meet in person or virtually six days a week and receive streamlined performance statements. Primary custodian: Charles Schwab.
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Owner & Executives
Eleanor Marie Herhold
Chief Financial Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
MARK HOWARD HERHOLD
President
- CRD
- #4577415
- Ownership
- 50% but less than 75%
Showing 2 of 4 owners & executives
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Edward C Irwin
Investment Advisor Representative
- CRD
- #2691391
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,520,495 | $178,286 |
| Non-Discretionary | $0 | -- |
| Total | $299,520,495 | $178,286 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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