Safeguard Investment Advisory Group, LLC
● SEC registered since 2017CRD 146132SEC# 801-110651Corona, CA
Reg. AUM
$702.3M
Employees
25
Accounts
4,458
Location
Corona, CA
Safeguard Investment Advisory Group, LLC assets under management
Safeguard Investment Advisory Group, LLC is an SEC-registered investment adviser based in Corona, CA. The firm has been registered since 2017. It reports $702.3 million in regulatory assets under management and employs 25 people.
Safeguard Investment Advisory Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Anthony Sota Control | Member | 25-50% | 2008 |
| James P. Murray Control | Chief Compliance Officer | Under 5% | 2022 |
| Reid Nmn Abedeen Control | Member | 25-50% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Safeguard Investment Advisory Group, LLC manage?
Safeguard Investment Advisory Group, LLC reports $702.3 million in regulatory assets under management on its Form ADV.
How many employees does Safeguard Investment Advisory Group, LLC have?
Safeguard Investment Advisory Group, LLC reports 25 employees.
Where is Safeguard Investment Advisory Group, LLC located?
Safeguard Investment Advisory Group, LLC is based in Corona, CA and has been SEC-registered since 2017.
Does Safeguard Investment Advisory Group, LLC disclose fund performance?
Safeguard Investment Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4160 Temescal Canyon Road, Suite 307, Corona, CA 92883 |
| Phone | 877-213-7233 |
| Fax | (909) 614-7556 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1846711 |
| Discloses disciplinary history | No |
Regulatory AUM
$702.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$702.3Mregulatory AUM
Discretionary $700.7MNon-discretionary $1.6M