Safeguard Financial is an investment advisor in Green Bay with $183.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
842198331
SEC advisor number
801-125915
FINRA CRD number
306953
AUM ?
$183.55 mm
(as of 9 May 23)
Accounts
196
(as of 9 May 23)
Employees
5
(3 investment advisory or research)
Office hours
Monday - Friday, 9AM - 5PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hellenbrand, Anthony, John | Partner, Chief Compliance Officer | 06/2019 | 50-75% |
Sajdak, Eric, Hein | Partner | 06/2019 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
30 Oct 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22