Advertisement
Screener

Safeguard Financial, LLC Info

Safeguard Financial, LLC info

Safeguard Financial, LLC (SEC CIK 1922498) first filed with the SEC on 2022-04-19 (Form 13F-HR) and has filed 14 times since, including 13 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at P.O. BOX 937, MINOCQUA, WI, 54548.

  • Name: Value Safeguard Financial, LLC.
  • SEC CIK: Value 1922498.
  • State of organization: Value WI.
  • Business address: Value P.O. BOX 937, MINOCQUA, WI, 54548.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameSafeguard Financial, LLC
SEC CIK1922498
State of organizationWI
Business addressP.O. BOX 937, MINOCQUA, WI, 54548
Mailing addressP.O. BOX 937, MINOCQUA, WI, 54548
Phone9203097540
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-04-19 (Form 13F-HR)
Latest SEC filing2025-04-11 (Form 13F-HR)
Filings on EDGAR14
First Form 13F-HR2022-04-19 (quarter ended 2022-03-31)
Latest Form 13F-HR2025-04-11 (quarter ended 2025-03-31)
Form 13F-HR filings13

Filings by Form

FormFilingsLatest
13F-HR132025-04-11
N-PX12024-08-07

Filings by Year

YearFilingsForm 13F-HR
202522
202454
202344
202233

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet