Safeguard Investment Advisory Group, LLC
Corona, CA·SEC-registered · CRD #146132
Safeguard Investment Advisory Group, LLC is an SEC-registered investment advisory firm in Corona, CA managing $702M across 4.5k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$702M
Client accounts
4.5k
Advisory staff
9
Fee model
Fee-only
How Safeguard Investment Advisory Group, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Safeguard Investment Advisory Group, LLC
How much does Safeguard Investment Advisory Group, LLC manage?
Per its most recent SEC Form ADV filing (03/26/2026), Safeguard Investment Advisory Group, LLC reports $702M in regulatory assets under management across roughly 4.5k client accounts.
How does Safeguard Investment Advisory Group, LLC charge?
Safeguard Investment Advisory Group, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets, Hourly. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Safeguard Investment Advisory Group, LLC a fiduciary?
Yes. Safeguard Investment Advisory Group, LLC is registered with the U.S. Securities and Exchange Commission (CRD #146132), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Safeguard Investment Advisory Group, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Safeguard Investment Advisory Group, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Corona, CA
Profile compiled from Safeguard Investment Advisory Group, LLC's public SEC Form ADV filing (CRD #146132, filed 03/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Safeguard Investment Advisory Group, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Safeguard Investment Advisory Group, LLC? Claim this profile.