Safeguard Investment Advisory Group LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Safeguard Investment Advisory Group LLC
CRD #146132
SEC #801-110651
AUM $202.7 MM (58% Disc, 100% US)
Employees14 (43% Investors, 0% Brokers)
Address4160 Temescal Canyon Road
Corona, CA 92883
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
The Menard Financial Group LLC
TX 0.2
Breiter Capital Management Inc
FL 0.2
Prosperity Wealth Management Inc
CA 0.2
Goldman Lancaster Inc
CA 0.2
Brown Robello Capital Management LLC
CA 0.2
Caldwell Advisors LLC
TN 0.2
Aquinas Investment Advisers Inc
TX 0.2
Arlington Capital Management Inc
IL 0.2
Hudson Advisor Services Inc
NY 0.2
Advisory Partners LLC
IL 0.2
Terms of Service | Privacy Policy | User Guide