SAFEGUARD ASSET MANAGEMENT LLC

SAFEGUARD ASSET MANAGEMENT LLC is an SEC-registered investment adviser (CRD 315903). Regulatory assets under management: $7.7M.

Registration

• CRD: 315903
• SEC file number: 801-123478
• Type: Registered investment adviser
• Phone: 215-872-1317
• Latest filing: 2023-03-30
• Regulatory AUM: $7.7M
• Discretionary AUM: $7.7M
• Clients: 2
• Accounts: 1

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315903 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search