RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
MURRAY, JAMES, P.ICHIEF COMPLIANCE OFFICERNA Control
ABEDEEN, REIDIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
ABEDEEN, REID, NMNIMEMBERC Control
RIVERA, RICKYIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
RIVERA, RICKY, NMNIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBER/ CHIEF COMPLIANCE OFFICERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control
SOTA, EDWARD, ANTHONYIMEMBERC Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (12)

AZ CA CO FL GA ID NV OR TN TX UT WA

Address

4160 TEMESCAL CANYON ROAD
SUITE 307
CORONA, CA 92883
United States
Phone: 877-213-7233