Overview
Assets Under Management: $604 million
Headquarters: CORONA, CA
High-Net-Worth Clients: 10
Average Client Assets: $34 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.00
Average High-Net-Worth Client Assets: $34 million
Total Client Accounts: 3,452
Discretionary Accounts: 3,080
Non-Discretionary Accounts: 372
Regulatory Filings
CRD Number: 146132
Filing ID: 1966105
Last Filing Date: 2025-03-26 08:59:00
Website: https://safeguardinvestment.com