SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$702,274,833
Discretionary
$700,698,733
Non-discretionary
$1,576,100
Firm details
- CRD number
- 146132
- SEC file number
- 801-110651
- Main office
- CORONA, CA, United States
- Employees
- 25
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.