RIA Intel›Advisers›California›SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

Advisory

N·CORONA, CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$702M
1-Year AUM Growth
0.0%
3-Year CAGR
+12.2%
Employees
9
Assets Under Management
Total AUM$702M
Discretionary AUM$701M
Non-Discretionary AUM$2M
Discretionary %99.8%
Total Clients1,849
Team
Total Employees9
Investment Advisers25
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record26
First FilingMay 17, 2017
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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