LAGUNA FINANCIAL GROUP, INC.

LAGUNA BEACH, California·1 registered advisor·CRD# 151691
SEC# 801-70800949-715-7675
01

Firm Overview

AUM
$66M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Hourly charges
Commissions
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LAGUNA FINANCIAL GROUP, INC.

1 registered advisor
Joseph John Ziomek
LAGUNA BEACH, California
05

Office Locations

LAGUNA BEACH, California
1 advisor

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Data sourced from SEC Form ADV filings. LAGUNA FINANCIAL GROUP, INC. (CRD# 151691) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.