SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
CRD #146132 SEC #801-110651 CORONA, CA 877-213-7233
SEC Registered
Total AUM
$603.5M
Discretionary
$537.5M
Employees
27
Clients
0
Accounts
3,452
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $603.5M | $537.5M | $66.1M | 27 | 0 |
| Nov 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| Nov 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| Aug 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| May 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| Apr 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| Mar 2024 | $454.6M | $386.1M | $68.4M | 19 | 0 |
| Mar 2023 | $352.7M | $289.8M | $62.9M | 18 | 0 |
| May 2022 | $347.7M | $280.6M | $67.1M | 16 | 0 |
| May 2022 | $347.7M | $280.6M | $67.1M | 16 | 0 |
| May 2022 | $347.7M | $280.6M | $67.1M | 16 | 0 |
| Apr 2022 | $347.7M | $280.6M | $67.1M | 16 | 0 |
| Mar 2022 | $347.7M | $280.6M | $67.1M | 16 | 0 |
| May 2021 | $303.4M | $235.6M | $67.8M | 16 | 0 |
| Mar 2021 | $303.4M | $235.6M | $67.8M | 16 | 0 |
| Jun 2020 | $261.3M | $174.1M | $87.2M | 14 | 0 |
| Mar 2020 | $261.3M | $174.1M | $87.2M | 14 | 0 |
| Nov 2019 | $202.7M | $117.8M | $84.9M | 14 | 0 |
| Mar 2019 | $202.7M | $117.8M | $84.9M | 14 | 0 |
| Nov 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| Oct 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| Sep 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| Jul 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| Apr 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| Mar 2018 | $174.5M | $44.9M | $129.6M | 13 | 0 |
| May 2017 | $140.7M | $0 | $140.7M | 8 | 800 |
| May 2017 | $140.7M | $0 | $140.7M | 8 | 800 |
DateMar 2025
Total AUM$603.5M
Discretionary$537.5M
Non-Disc.$66.1M
Employees27
Clients0
DateNov 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateNov 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateAug 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateMay 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateApr 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateMar 2024
Total AUM$454.6M
Discretionary$386.1M
Non-Disc.$68.4M
Employees19
Clients0
DateMar 2023
Total AUM$352.7M
Discretionary$289.8M
Non-Disc.$62.9M
Employees18
Clients0
DateMay 2022
Total AUM$347.7M
Discretionary$280.6M
Non-Disc.$67.1M
Employees16
Clients0
DateMay 2022
Total AUM$347.7M
Discretionary$280.6M
Non-Disc.$67.1M
Employees16
Clients0
DateMay 2022
Total AUM$347.7M
Discretionary$280.6M
Non-Disc.$67.1M
Employees16
Clients0
DateApr 2022
Total AUM$347.7M
Discretionary$280.6M
Non-Disc.$67.1M
Employees16
Clients0
DateMar 2022
Total AUM$347.7M
Discretionary$280.6M
Non-Disc.$67.1M
Employees16
Clients0
DateMay 2021
Total AUM$303.4M
Discretionary$235.6M
Non-Disc.$67.8M
Employees16
Clients0
DateMar 2021
Total AUM$303.4M
Discretionary$235.6M
Non-Disc.$67.8M
Employees16
Clients0
DateJun 2020
Total AUM$261.3M
Discretionary$174.1M
Non-Disc.$87.2M
Employees14
Clients0
DateMar 2020
Total AUM$261.3M
Discretionary$174.1M
Non-Disc.$87.2M
Employees14
Clients0
DateNov 2019
Total AUM$202.7M
Discretionary$117.8M
Non-Disc.$84.9M
Employees14
Clients0
DateMar 2019
Total AUM$202.7M
Discretionary$117.8M
Non-Disc.$84.9M
Employees14
Clients0
DateNov 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateOct 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateSep 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateJul 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateApr 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateMar 2018
Total AUM$174.5M
Discretionary$44.9M
Non-Disc.$129.6M
Employees13
Clients0
DateMay 2017
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees8
Clients800
DateMay 2017
Total AUM$140.7M
Discretionary$0
Non-Disc.$140.7M
Employees8
Clients800