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Building 2LAGUNITAS ASSET MANAGEMENT, LLC

Map pinEL DORADO HILLS, CA
Phone(916) 384-0050
NotebookSEC #801-119512
Total AUM
$90.2M
Employees
1
Clients
168

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1264 HAWKS FLIGHT CT
SUITE 290
EL DORADO HILLS
CA 95762
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(916) 384-0050

ReceiptFinancials

Total AUM
$90.2M
Accounts
251
Discretionary
$80.5M
Accounts
225
Non-Discretionary
$9.7M
Accounts
26

ContactClients

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Individual Clients
126
AUM
$29.1M
HNW Individual Clients
41
AUM
$60.4M
Pension/Profit Sharing Plan Clients
1
AUM
$750K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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