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| Safeguard Investment Advisory Group LLC
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|---|---|
| CRD # | 146132 |
| SEC # | 801-110651 |
| CIK # | 0001846711 |
| AUM | 702.3 M (2026-03-26) |
| Employees | 25 (36% 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 | 10.1 | ||
| Nvidia Corp | 5.2 | ||
| Broadcom Inc | 5.1 | ||
| Amazon Com Inc | 3.7 | ||
| Microsoft Corp | 3.2 | ||
| Alphabet Inc | 2.6 | ||
| Lilly Eli & Co | 2.4 | ||
| AT&T Inc | 2.0 | ||
| Bank of America Corp /DE/ | 1.9 | ||
| Tesla Motors Inc | 1.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,331 | 377.2 |
| (b) Individuals (high net worth individuals) | 395 | 308.6 |
| (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 | 56 | 12.2 |
| (h) Charitable organizations | 4 | 0.8 |
| (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 | 18 | 3.6 |
| (n) Other | 0 | 0.0 |
| Total | 4,458 | 702.3 |
| By Discretionary | ||
| Discretionary | 4,406 | 700.7 |
| Non-Discretionary | 52 | 1.6 |
| Total | 4,458 | 702.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 702.3 | |
| Total | 4,458 | 702.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846711] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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