Be advised. This firm is no longer registered.

Laguna Financial Group, Inc.

Laguna Financial Group, Inc. (CRD# 151691) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $26,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1065 Baja Street, Laguna Beach, CA 92651
https://www.linkedin.com/in/joe-ziomek-8341b513a/
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $325,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Laguna Financial Group, Inc.
No Advisor Found.

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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