Overview
Assets Under Management: $604 million
Headquarters: CORONA, CA
High-Net-Worth Clients: 395
Average Client Assets: $640,117
Frequently Asked Questions
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146132), SAFEGUARD INVESTMENT ADVISORY GROUP, LLC is subject to fiduciary duty under federal law.
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC is headquartered in CORONA, CA.
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC serves 395 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, SAFEGUARD INVESTMENT ADVISORY GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC manages $604 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, SAFEGUARD INVESTMENT ADVISORY GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 395
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.90
Average High-Net-Worth Client Assets: $640,117
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