Safeguard Investment Advisory Group Revenue

Investment Management • Corona, California, United States • 11-20 Employees

Safeguard Investment Advisory Group revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$4,200,000
Total funding	No funding

Key Contacts at Safeguard Investment Advisory Group

Kerrilyn Collins

Director Of Marketing And Communications

Rick Rivera

Owner

Company overview

Headquarters	4160 Temescal Canyon Rd., Suite 307, Corona, CA 92883, US
Phone number	+18058924515
Website	safeguardinvestment.com
NAICS	5231
SIC	628
Keywords	Wealth Management, Trust And Estate Planning, Personal Tax Planning, Investment And Portfolio Management, Retirement Investment Planning, California Retirement Planning, Life Insurance For Estate Planning
Employees	11-20
Socials

Safeguard Investment Advisory Group Email Formats

Safeguard Investment Advisory Group uses 1 email format. The most common is {first initial} (e.g., j@safeguardinvestment.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@safeguardinvestment.com	100%

About Safeguard Investment Advisory Group

The team at Safeguard Investment Advisory Group is committed to helping you reach your financial goals. That’s why we spend so much time up front to understand your financial and lifestyle objectives, and other information about you before we offer any investment advice. We provide custom solutions based on your individual needs. Our services include: Portfolio management Investment planning Financial education and financial planning seminars Wealth management Retirement planning THIS SITE IS OPERATED AND MAINTAINED BY SAFEGUARD INVESTMENT ADVISORY GROUP, LLC. A REGISTERED INVESTMENT ADVISORY FIRM. INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SECURITIES. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISOR AND/OR TAX PROFESSIONAL BEFORE IMPLEMENTING ANY STRATEGY DISCUSSED HERE.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Founder/Owner

Employees by Department

Safeguard Investment Advisory Group has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Safeguard Investment Advisory Group has never raised funding before.

Safeguard Investment Advisory Group Tech Stack

Discover the technologies and tools that power Safeguard Investment Advisory Group's digital infrastructure, from frameworks to analytics platforms.

Autoptimize

Performance

Google Optimize

A/B Testing

Gravity Forms

Form builders

Swiper

JavaScript libraries

lit-element

JavaScript libraries

Google Maps

Maps

lit-html

JavaScript libraries

Wistia

Video players

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

PHP

Programming languages

Frequently asked questions

Safeguard Investment Advisory Group is located in Corona, California, US.

You can reach Safeguard Investment Advisory Group at +18058924515.

Safeguard Investment Advisory Group generates an estimated annual revenue of $1,283,325. This revenue figure reflects the company's market position and business performance in its industry.

Safeguard Investment Advisory Group has an estimated valuation of $4,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Safeguard Investment Advisory Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Safeguard Investment Advisory Group

Kerrilyn Collins

Director Of Marketing And Communications

Rick Rivera

Owner

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