Overview
Assets Under Management: $608 million
Headquarters: GOODLETTSVILLE, TN
High-Net-Worth Clients: 7
Average Client Assets: $58 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 7
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.09
Average High-Net-Worth Client Assets: $58 million
Total Client Accounts: 3,583
Discretionary Accounts: 1,000
Non-Discretionary Accounts: 2,583
Regulatory Filings
CRD Number: 160266
Filing ID: 2008746
Last Filing Date: 2025-08-18 05:31:00
Website: https://sageguardfinancial.com