SAFEGUARD FINANCIAL, LLC is an SEC-registered investment adviser (CRD 306953). Regulatory assets under management: $601.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Anthony John Hellenbrand | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| Eric Hein Sajdak | PARTNER | — |
| Constance A Zirbel | CHIEF OPERATING OFFICER | — |
| HELLENBRAND ANTHONY JOHN | PARTNER, CHIEF COMPLIANCE OFFICER | — |
| SAJDAK ERIC HEIN | PARTNER | — |
| Zirbel Constance A | CHIEF OPERATING OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 920-843-1890 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |
| — | — | 1 | 920-544-0576 |