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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Safeguard Investment Advisory Group LLC
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|---|---|
| CRD # | 146132 |
| SEC # | 801-110651 |
| CIK # | 0001846711 |
| AUM | $603.5 M (2025-03-26) |
| Employees | 27 (37% Investors, 0% Brokers) |
| Phone | 877-213-7233 |
| Address | 4160 Temescal Canyon Road Corona, CA 92883 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.4 | ||
| Nvidia Corp | 5.2 | ||
| Microsoft Corp | 5.0 | ||
| Amazon Com Inc | 4.2 | ||
| Broadcom Inc | 3.2 | ||
| Leucadia National Corp | 2.2 | ||
| Netflix Inc | 2.1 | ||
| Tesla Motors Inc | 2.1 | ||
| AT&T Inc | 2.1 | ||
| Facebook Inc | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,413 | 338.0 |
| (b) Individuals (high net worth individuals) | 395 | 252.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 21 | 6.9 |
| (h) Charitable organizations | 5 | 2.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,452 | 603.5 |
| By Discretionary | ||
| Discretionary | 3,080 | 537.5 |
| Non-Discretionary | 372 | 66.1 |
| Total | 3,452 | 603.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 603.5 | |
| Total | 3,452 | 603.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846711] |
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