Investment adviser · CRD 151691

LAGUNA FINANCIAL GROUP, INC.

Investment adviser filing (IA)

LAGUNA BEACH, CA, United States · Form ADV filed Jul 3, 2012

Regulatory AUM
$66.1M
Form ADV · Item 5.F
Client accounts
297
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 3, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly · Commissions

Principal office

332 FOREST AVE STE 18
LAGUNA BEACH, CA, 92651, United States

CRD 151691

Filing source

Form ADV 647058 · Jul 3, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.