# SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC of CORONA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 146132
- Type: SEC-registered investment adviser
- SEC file number: 801-110651
- Location: 4160 TEMESCAL CANYON ROAD, SUITE 307, CORONA, CA, 92883
- Phone: 877-213-7233
- Latest filing: 2026-03-26
- Regulatory AUM: $702.3M
- Discretionary AUM: $700.7M
- Non-discretionary AUM: $1.6M
- Clients: 25
- Accounts: 4,458

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| James P Murray | CHIEF COMPLIANCE OFFICER | New York, NY |
| Reid Nmn Abedeen | MEMBER | — |
| Ricky Nmn Rivera | MEMBER | — |
| Edward Anthony Sota | MEMBER | — |
| MURRAY JAMES P | CHIEF COMPLIANCE OFFICER | — |
| ABEDEEN REID NMN | MEMBER | — |
| RIVERA RICKY NMN | MEMBER | — |
| SOTA EDWARD ANTHONY | MEMBER; MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| ABEDEEN REID | MEMBER | — |
| RIVERA RICKY | MEMBER | — |
| James P. Murray | CHIEF COMPLIANCE OFFICER | San Francisco, CA |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146132/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146132/similar
- Related entities: https://search.stillhousedata.com/firm/146132/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146132

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.