Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC is an SEC-registered mass-market adviser in Corona, CA with $702.3M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Safeguard Investment Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146132, SEC 801-110651, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $702.3M (2026-03-26)
- Firm type
- Mass-Market Adviser
- Location
- Corona, CA
- Employees
- 25
- Clients
- 1,804
- CRD
- 146132
- Ownership
- ABEDEEN, REID, NMN; RIVERA, RICKY, NMN; SOTA, EDWARD, ANTHONY; MURRAY, JAMES, P.; ABEDEEN, REID
How much AUM does Safeguard Investment Advisory Group, LLC have?
Safeguard Investment Advisory Group, LLC reported $702.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Safeguard Investment Advisory Group, LLC?
Disclosed owners and executives of Safeguard Investment Advisory Group, LLC include ABEDEEN, REID, NMN, RIVERA, RICKY, NMN, SOTA, EDWARD, ANTHONY, MURRAY, JAMES, P., ABEDEEN, REID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.