CRD: 146132
Safeguard Investment Advisory Group, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-2008
- Office Locations
- 4
Office Locations
About Safeguard Investment Advisory Group, LLC
Safeguard Investment Advisory Group, LLC is an independent RIA serving individuals and families, with a strong focus on retirement planning. The team provides financial planning (including tax, estate, and insurance considerations) alongside discretionary portfolio management and portfolio construction, often using ETFs and mutual funds with fixed income exposures. It runs live retirement workshops and the “Reid’s Weekly Reads” newsletter; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
REID NMN ABEDEEN
Investment Advisor
- CRD
- #5480138
- Ownership
- 25% but less than 50%
RICKY NMN RIVERA
Owner
- CRD
- #5480478
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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ANDREW JOHN ANABLE
Investment Advisor Representative
- CRD
- #5625071
ADAM SPENCER CASTO
Investment Advisor Representative
- CRD
- #7007052
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $700,698,733 | $159,033 |
| Non-Discretionary | $1,576,100 | $30,310 |
| Total | $702,274,833 | $157,531 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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