SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

CORONA, California·4 registered advisors·CRD# 146132
SEC# 801-1106515877-213-7233
01

Firm Overview

AUM
$455M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

4 registered advisors
Edward Anthony Sota
CORONA, California
James P. Murray
CORONA, California
Reid Nmn Abedeen
CORONA, California
Ricky Nmn Rivera
CORONA, California
05

Office Locations

CORONA, California
4 advisors

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Data sourced from SEC Form ADV filings. SAFEGUARD INVESTMENT ADVISORY GROUP, LLC (CRD# 146132) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.