The SAFEGUARD INVESTMENT ADVISORY GROUP is a privately held investment adviser that advises $702.27mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. SAFEGUARD INVESTMENT ADVISORY GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 131.44% over the last 5-years.
The Group has been registered with the SEC for 9.17 years and is comprised of 1 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 4160 TEMESCAL CANYON ROAD SUITE 307, CORONA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 25 employees comprised of 9 investment and 16 non-investment staff. The total number of Employees increased by 56.25% over the last 5-years.
Their $702.27mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 78 other accounts. Assets of Individuals clients own $377.15mn or 53.7% of Total Assets and High Net Worth Individuals own $308.58mn or 43.94% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
SAFEGUARD INVESTMENT ADVISORY GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.