Lagos Wealth Advisors
Lagos Wealth Advisors (CRD# 117551) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $17,787,161 in 170 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts170ACCOUNTS
Average Account Value$104,630
- 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
- Selection of other advisers (including private fund managers)
Michael Lagos (CRD# 1763163) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 24 years of experience in the finance industry. Michael Lagos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Justin Boren (CRD# 4054858) is an Investment Advisor Representative working at Lagos Wealth Advisors in San Jose, CA and has over 17 years of experience in the finance industry.
Samuel Escobar (CRD# 4630070) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 15 years of experience in the finance industry.