Overview
Assets Under Management: $601 million
High-Net-Worth Clients: 265
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 265
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.59
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,312
Discretionary Accounts: 1,303
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 306953
Last Filing Date: 2025-03-03 00:00:00
Website: https://safeguardinvest.com