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SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CORONA, CA
877-213-7233
SEC #801-110651Total AUM
$702.3M
Employees
25Clients
1,804Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4160 TEMESCAL CANYON ROAD
SUITE 307
CORONA
CA 92883
United States
SUITE 307
CORONA
CA 92883
United States
Operating Hours
8AM-5PM
Monday - Friday
Monday - Friday
Phone
877-213-7233
Other Offices
5
Financials
Total AUM
$702.3M
Accounts
4,458Discretionary
$700.7M
Accounts
4,406Non-Discretionary
$1.6M
Accounts
52
Clients
Individual Clients
1,331AUM
$377.2M
HNW Individual Clients
395AUM
$308.6M
Pension/Profit Sharing Plan Clients
56AUM
$12.2M
Charitable Organization Clients
4AUM
$764.1K
Corporation or Business Clients
18AUM
$3.6M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDNVORTNTXUTWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.