Home
›
Firms
›
LAGUNA FINANCIAL GROUP, INC.
LAGUNA FINANCIAL GROUP, INC.
LAGUNA BEACH, California
·
1 registered advisor
·
CRD# 151691
SEC# 801-70800
949-715-7675
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 Planning
Investment Management
Wealth Management
04
Advisors at LAGUNA FINANCIAL GROUP, INC.
1 registered advisor
Joseph John Ziomek
LAGUNA BEACH, California
CRD# 4318554
05
Office Locations
LAGUNA BEACH, California
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
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
.