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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