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Insights

Retirement Focus Target mid-market clients nearing retirement in Georgia with a value proposition centered on secure retirement asset protection, income planning, and simple, clear investment strategies.

Small Firm Scale Leverage the agility of a small team (2-10 employees) to offer personalized, high-touch service while identifying niche partnerships to expand capabilities beyond core advisory offerings.

Tech Enablement Capitalize on current tech stack elements (WordPress, MySQL, PWA) to enhance digital onboarding, client portals, and scalable reporting to attract tech-savvy retirees and their families.

Distribution & Partnerships Explore strategic alignments with larger custodians or RIA aggregators for distribution and shared compliance, given MAS acts as the broker dealer for securities and advisory services.

Growth Opportunities Position for selective growth through targeted marketing to Gen X and late Baby Boomer segments in Middle Georgia, leveraging local awards and community presence to build trust and referrals.

Similar companies to Security First Asset Management

Security First Asset Management Tech Stack

Security First Asset Management uses 8 technology products and services including Crazy Egg, Calendly, Amazon Web Services, and more. Explore Security First Asset Management's tech stack below.

Security First Asset Management's Email Address Formats

Security First Asset Management uses at least 2 email formats:
Security First Asset Management Email FormatsExamplePercentage
FLast@samgmt.comJDoe@samgmt.com
100%
FLast@sfamga.comJDoe@sfamga.com
100%

Frequently Asked Questions

What is Security First Asset Management's phone number?

Minus sign iconPlus sign icon You can contact Security First Asset Management's main corporate office by phone at
+1-478-274-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Security First Asset Management's official website and social media links?

Minus sign iconPlus sign iconSecurity First Asset Management's official website is sfamga.com and has social profiles on LinkedIn.

How much revenue does Security First Asset Management generate?

Minus sign iconPlus sign icon As of September 2026, Security First Asset Management's annual revenue is estimated to be $1M - $10M.

What is Security First Asset Management's NAICS code?

Minus sign iconPlus sign iconSecurity First Asset Management's NAICS code is 52 - Finance and Insurance.

How many employees does Security First Asset Management have currently?

Minus sign iconPlus sign iconAs of September 2026, Security First Asset Management has approximately 8 employees across 2 continents, including North America and Africa. Key team members include Administrative Assistant/Marketing Coordinator: E. S., Assistant Client Administrator: J. A. and General: R. S. Explore Security First Asset Management's employee directory with LeadIQ.

What industry does Security First Asset Management belong to?

Minus sign iconPlus sign iconSecurity First Asset Management operates in the Financial Services industry.

What technology does Security First Asset Management use?

Minus sign iconPlus sign iconSecurity First Asset Management's tech stack includes Crazy Egg, Calendly, Amazon Web Services, WordPress, Redtail CRM, Shopify, jQuery Migrate and WP Engine.

What is Security First Asset Management's email format?

Minus sign iconPlus sign iconSecurity First Asset Management's email format typically follows the pattern of FLast@samgmt.com. Find more Security First Asset Management email formats with LeadIQ.

When was Security First Asset Management founded?

Minus sign iconPlus sign iconSecurity First Asset Management was founded in 1997.
Security First Asset Management logo

Security First Asset Management

Financial ServicesGeorgia, United States2-10 Employees

Security First Asset Management is a financial services company based in Macon, Georgia, with operations that have evolved from focusing on retirement-related planning to offering full-service investment solutions. Its established approach centers on conservative retirement strategies aimed at building, protecting, and preserving clients’ assets, a philosophy that underpins its advisory services. The firm serves a diverse client base ranging from people in their 20s to those in their 90s, spanning the middle Georgia region, and operates additional offices in Dublin and Macon. Securities and advisory services are offered through Madison Avenue Securities, LLC, a registered broker-dealer and investment adviser, with Security First Asset Management positioned as a non-affiliated entity through that relationship. The company is located at 4875 Riverside Drive, Suite 110, Macon, GA, and maintains a small professional team serving clients in the financial services landscape.

Section iconCompany Overview

Phone number
+1-478-274-****
Website
sfamga.com
NAICS Code
52 - Finance and Insurance
Founded
1997
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Security First Asset Management's revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Administrative Assistant/Marketing Coordinator at Security First Asset Management
    E. S.
    Administrative Assistant/Marketing Coordinator
    Mobile Phone
  • Assistant Client Administrator at Security First Asset Management
    J. A.
    Assistant Client Administrator
    Mobile Phone
  • General at Security First Asset Management
    R. S.
    General
    Mobile Phone

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