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SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CRD 146132 · SEC 801-110651
4160 TEMESCAL CANYON ROAD, SUITE 307, CORONA, CA, 92883, United States
Phone
877-213-7233
Fax
(909) 614-7556
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$702.3M
Discretionary AUM
$700.7M
Team
25 total employees; 9 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1331 | $377.2M |
| High net worth individuals | 395 | $308.6M |
| Pension/profit sharing plans | 56 | $12.2M |
| Charitable organizations | 4 | $764K |
| Corporations/business entities | 18 | $3.6M |
States served
AZ, CA, CO, GA, ID, NV, OR, TN, UT, WA, TX, FL
All web addresses on file
- https://www.safeguardinvestment.com
- https://open.spotify.com/show/3xSwqPAFWZrA8p2LiUfKD8
- https://www.youtube.com/@safeguardinvestment
- https://www.facebook.com/safeguardinvestment
- https://www.linkedin.com/company/safeguard-investment-advisory-group-llc/
- https://x.com/safeguard_group
- https://www.instagram.com/safeguardinvestment/
Official SEC filing: View on IAPD