Safeguard Investment Advisory Group, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

146132

SEC number

801-110651

Firm type

RIA

Assets under management

$702.3M as of Mar 26, 2026

Website

www.safeguardinvestment.com ↗

Phone

877-213-7233

Address

4160 Temescal Canyon Road, Corona, CA, 92883

Advisors at this firm

9 in our index · page 1 of 1

• Reid Nmn AbedeenCRD 5480138 · Corona, CA
  IA Registered
• Andrew John AnableCRD 5625071 · Santa Barbara, CA
  IA Registered
  Disclosure event(s) on record
• Adam Spencer CastoCRD 7007052 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Deryk CherubiniCRD 5956933 · Corona, CA
  IA RegisteredRegistration inactive
• David Laurance HartCRD 5837444 · Corona, CA
  IA Registered
• Christopher Edward MillerCRD 4216931 · Corona, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James P. MurrayCRD 7362344 · Corona, CA
  IA Registered
• Ricky Nmn RiveraCRD 5480478 · Corona, CA
  IA Registered
  Disclosure event(s) on record
• Edward Anthony SotaCRD 5564807 · Roseville, CA
  IA Registered
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.