SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
Corona, California
5.0
6 Reviews
Safeguard Investment Advisory Group, LLC, based out of Corona, CA, is a reputable local investment advisory firm providing comprehensive financial services. With a team of 18 dedicated professionals, including 9 investment advisors, they offer expert guidance in managing clients' assets. The firm's compensation structure includes various types, such as fixed fees, ensuring transparency and alignment of interests. Their extensive client base consists of over 930 individuals, with an impressive $352,726,000 in assets under management. Notably, Safeguard Investment Advisory Group, LLC has gained significant experience and success i...
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Assets Under Mgmt

$352.73M

Investment Professionals

9

Locations

4

% 401K & Individual

41%

% Discretionary

82%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
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