Lagos Wealth Advisors

Lagos Wealth Advisors (CRD# 117551) is a financial advisory firm headquartered in Diamond Bar, CA. They manage $45,749,803 in 125 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1320 Valley Vista Drive, Suite 202, Diamond Bar, CA 91765
http://www.lagosadvisors.com/
By the Numbers
  • Total Assets Under Management
    46
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $365,998
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Lagos Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Justin Boren, financial advisor Diamond Bar CA
Justin P. Boren
CRD#: 4054858
1320 Valley Vista Drive, Suite 202, Diamond Bar, CA 91765

Justin Boren (CRD# 4054858) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 23 years of experience in the finance industry.

2
Samuel Escobar, financial advisor Diamond Bar CA
Samuel Escobar
CRD#: 4630070
1320 Valley Vista Drive, Suite 202, Diamond Bar, CA 91765

Samuel Escobar (CRD# 4630070) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 21 years of experience in the finance industry.

3
Michael Lagos, financial advisor Diamond Bar CA
Michael W. Lagos
CRD#: 1763163
1320 Valley Vista Drive, Suite 202, Diamond Bar, CA 91765

Michael Lagos (CRD# 1763163) is an Investment Advisor Representative working at Lagos Wealth Advisors in Diamond Bar, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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