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1st Securities Management, INC

% of assets managed in Bad Axe, MI

State registeredNo commissions reported

Call (989) 269-9231Send a messageMap ↗

Public-record details

Address
263 E. Huron Avenue, Bad Axe, MI 48413
Phone
(989) 269-9231
Listed under
% of assets managed
CRD number
135757
Registration
State registered: MI
Compensation (Form ADV 5.E)
Percentage of assets under management
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Selection of other advisers
Clients reported (Form ADV 5.D)
50
Individual / high-net-worth clients
48 / 2
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-02-19

State registered (MI) investment adviser, CRD 135757, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.