Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > corona > SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
4160 Temescal Canyon Road
Suite 307
Corona, California 92883
Tel: 877-213-7233
About SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC, formally registered with the SEC as SAFEGUARD INVESTMENT ADVISORY GROUP, LLC. The firm was established in 05/31/2017. They have over 6 offices throughout the country.
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC is a Corona, California based Financial Planning firm with nearly $454,557,412 assets under management, offering retirement planning & investment advisory services to 2388 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146132 |
| SEC# | 801-110651 |
| Assets Managed by Firm | $454,557,412 |
| No. of Clients | 2388 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2388 | $454,557,412 |
| Individuals (other than high net worth individuals) | 1057 | $188,407,592 |
| High net worth individuals | 353 | $252,311,922 |
| Pension and profit sharing plans | 27 | $6,704,808 |
| Charitable organizations | Fewer than 5 clients | $3,365,241 |
| Corporations or other businesses | 13 | $3,767,849 |
More Retirement Planning firms in Corona, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in Corona, California