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SAGEGUARD FINANCIAL GROUP, LLC
3066 Business Park Circle
Goodlettsville, Tennessee 37072
Tel: (615) 859-4567
About SAGEGUARD FINANCIAL GROUP, LLC
SAGEGUARD FINANCIAL GROUP, LLC, formally registered with the SEC as SAGEGUARD FINANCIAL GROUP, LLC. The firm was established in 12/19/2022. They have over 2 offices throughout the country.
SAGEGUARD FINANCIAL GROUP, LLC is a Goodlettsville, Tennessee based Financial Planning firm with nearly $607,720,000 assets under management, offering retirement planning & investment advisory services to 3583 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 160266 |
| SEC# | 801-127052 |
| Assets Managed by Firm | $607,720,000 |
| No. of Clients | 3583 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3583 | $607,720,000 |
| Individuals (other than high net worth individuals) | 2204 | $407,720,000 |
| High net worth individuals | 80 | $200,000,000 |
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