Laguna Capital Management, Inc.
Laguna Capital Management, Inc. (CRD# 269869) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $70,565,192 in 319 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management71MILLION
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Total Number of Accounts319ACCOUNTS
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Average Account Value$221,208
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, NE, OK
Jonathan Keith (CRD# 5962746) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Jenks, OK and has over 11 years of experience in the finance industry.
Joshua Keith (CRD# 3275818) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 22 years of experience in the finance industry.
Robert Keith (CRD# 265112) is an Investment Advisor Representative working at Laguna Capital Management, Inc. in Santa Barbara, CA and has over 28 years of experience in the finance industry.