Investment adviser · CRD 171912

LAGUNA FINANCIAL GROUP LLC

Investment adviser filing (IA)

LAGUNA BEACH, CA, United States · Form ADV filed Jul 10, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

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 10, 2014. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly

Principal office

332 FOREST AVE., SUITE 24
LAGUNA BEACH, CA, 92651, United States

CRD 171912

Filing source

Form ADV 834053 · Jul 10, 2014 · 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.