SAFEGUARD INVESTMENT ADVISORY GROUP, LLC

SAFEGUARD INVESTMENT ADVISORY GROUP, LLC of CORONA, CA is an SEC-registered investment adviser (CRD 146132). Regulatory assets under management: $702.3M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (11)

NameRoleLocation
James P MurrayCHIEF COMPLIANCE OFFICERNew York, NY
Reid Nmn AbedeenMEMBER—
Ricky Nmn RiveraMEMBER—
Edward Anthony SotaMEMBER—
MURRAY JAMES PCHIEF COMPLIANCE OFFICER—
ABEDEEN REID NMNMEMBER—
RIVERA RICKY NMNMEMBER—
SOTA EDWARD ANTHONYMEMBER; MEMBER/ CHIEF COMPLIANCE OFFICER—
ABEDEEN REIDMEMBER—
RIVERA RICKYMEMBER—
James P. MurrayCHIEF COMPLIANCE OFFICERSan Francisco, CA

Branch offices (10)

CityStateEmployeesPhone
ESCONDIDOCA5760-571-9005
ESCONDIDOCA5760-571-9005
SANTA BARBARACA3(805) 892-4515
SCOTTSDALEAZ3(602)-428-2499
ROSEVILLECA3916-966-3040
SAN DIEGOCA3858-412-4374
SANTA BARBARACA3(805) 892-4515
SCOTTSDALEAZ3(602)-428-2499
ROSEVILLECA3916-966-3040
SAN DIEGOCA3858-412-4374

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