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Building 2SAGEGUARD FINANCIAL GROUP, LLC

Map pinGOODLETTSVILLE, TN
Phone(615) 859-4567
NotebookSEC #801-127052
Total AUM
$755.7M
Employees
15
Clients
2,469

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3066 BUSINESS PARK CIRCLE
GOODLETTSVILLE
TN 37072
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(615) 859-4567
Other Offices
3

ReceiptFinancials

Total AUM
$755.7M
Accounts
3,676
Discretionary
$200M
Accounts
1,001
Non-Discretionary
$555.7M
Accounts
2,675

ContactClients

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Individual Clients
2,338
AUM
$416.5M
HNW Individual Clients
131
AUM
$339.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAILINKYLAMIMNMOMSNCNENHNYOHOKPASCSDTNTXVAWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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