ASSETGUARD FINANCIAL SERVICES INC

ASSETGUARD FINANCIAL SERVICES INC is an SEC-registered investment adviser (CRD 305747). Regulatory assets under management: $962K.

Registration

• CRD: 305747
• Type: Registered investment adviser
• Phone: 224-715-5970
• Latest filing: 2026-03-11
• Regulatory AUM: $962K
• Discretionary AUM: $962K
• Clients: 1
• Accounts: 37

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305747 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search