Safeguard Investment Advisory Group LLC
Legal Name: SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
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Safeguard Investment Advisory Group LLC is legally known as SAFEGUARD INVESTMENT ADVISORY GROUP, LLC. It is a CA Limited Liability Company. This firm has 14 employees, of which 6 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 31, 2017.
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“Our goal is to make sure that, ultimately, the objectives of our clients are met.” CLICK HERE TO SEE OUR STORY Get started in 3 easy steps: We’ll help you create a well-thought-out strategy, to help you address your financial needs and concerns. 1. Discover Schedule a meeting to sit down wit…
Direct Owners
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EDWARD ANTHONY SOTA
MEMBER/ CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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REID NMN ABEDEEN
MEMBER owns more than 25% but less than 50%
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RICKY NMN RIVERA
MEMBER owns more than 25% but less than 50%