Security Federal Trust, Inc. is a large advisory firm based in West Columbia. It manages $46.49 million of regulatory assets for 126 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of South Carolina.
Security Federal Trust provides portfolio management for individuals and small businesses, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Security Federal Trust, Inc. is $46.49 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Security Federal Trust, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Timothy William Simmons has been acting as President since 1 May 2004. Audrey Varn joined the executive team most recently as the Chief Compliance Officer.
The principal office where Security Federal Trust, Inc. performs its advisory services is located at 1185 Sunset Blvd, West Columbia, SC 29169 The mailing address of the firm is 1185 Sunset Blvd, West Columbia, SC 29169. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 803-739-6113 or by fax 803-739-6114. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.securityfederalbank.com.