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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Sageguard Financial Group LLC
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|---|---|
| CRD # | 160266 |
| SEC # | 801-127052 |
| CIK # | 0001861378 |
| AUM | $607.7 M (2025-02-07) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 615-859-4567 |
| Address | 3066 Business Park Circle Goodlettsville, TN 37072 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.4 | ||
| Caterpillar Inc | 0.3 | ||
| Microsoft Corp | 0.3 | ||
| Amazon Com Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,204 | 407.7 |
| (b) Individuals (high net worth individuals) | 80 | 200.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,583 | 607.7 |
| By Discretionary | ||
| Discretionary | 1,000 | 200.0 |
| Non-Discretionary | 2,583 | 407.7 |
| Total | 3,583 | 607.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 607.7 | |
| Total | 3,583 | 607.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001861378] |
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|---|---|---|
|
Preisz Associates Inc
✚
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OR | 0.6 |
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Legacy Capital Group California Inc
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CA | 0.6 |
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Sovereign Wealth Advisors LLC
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TX | 0.6 |
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Verde Capital Management Inc
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MI | 0.6 |
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American Independent Securities Group LLC
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ID | 0.6 |
|
Marotta Asset Management Inc
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VA | 0.6 |
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Valtinson Bruner Financial Planning LLC
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MN | 0.6 |
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Saaga LLC
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FL | 0.6 |
|
Marcellus Investment Managers Private Limited
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|
0.6 | |
|
Lunt Capital Management Inc
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UT | 0.6 |