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Building 2LAGUNA FINANCIAL GROUP, INC.

Map pinLAGUNA BEACH, CA
Phone949-715-7675
NotebookSEC #801-70800
Total AUM
$66.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
332 FOREST AVE STE 18
LAGUNA BEACH
CA 92651
United States
Operating Hours
9AM - 2PM
Monday - Friday
Phone
949-715-7675

ReceiptFinancials

Total AUM
$66.1M
Accounts
297
Discretionary
$66.1M
Accounts
297
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLNYWA

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

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