SAFEGUARD FINANCIAL AND INSURANCE SERVICES

1 registered advisor·CRD# 140184

SEC# 801-69338925-627-1800

Firm Overview

AUM

$29M

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Specialties

Financial Planning Investment Management Wealth Management

Advisors at SAFEGUARD FINANCIAL AND INSURANCE SERVICES

1 registered advisor

Jason Harris Lohe

SAN RAMON, California

CRD# 4439076

Office Locations

SAN RAMON, California

1 advisor

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Data sourced from SEC Form ADV filings. SAFEGUARD FINANCIAL AND INSURANCE SERVICES (CRD# 140184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.