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Sageguard Financial Group, LLC
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Goodlettsville, Tennessee
$290.0 million AUM
9 offices

Sageguard Financial Group, LLC is based in Goodlettsville, Tennessee and has $290.0 million in assets under management.

Location
3066 Business Park Circle
Goodlettsville, TN 37072
$290.0 million
AUM
11
Employees
AUM Share
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$290,000,000
Assets under management
2,481 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 2,250 $225,000,000 78% $100,000
High net worth individuals 250 $65,000,000 22% $260,000
Employees Share
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11
Employees
10
Investment analysts
91% of total employees
AUM per employee Share
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$290,000,000
Assets under management
$26,363,636
AUM per employee
$29,000,000
AUM per investment analyst
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Compensation

Sageguard Financial Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Sageguard Financial Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Firm data Share
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CRD number 160,266
SEC number 801-107865
Legal structure Limited Liability Company
Legal governance Tennessee, United States
Latest ADV filing date May 18, 2020

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