Laguna Financial Group, Inc.

Laguna Financial Group, Inc. (CRD# 151691) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $58,000,000 in 196 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $295,918
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NY

Financial Advisors at Laguna Financial Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph J. Ziomek
CRD#: 4318554
332 Forest Ave, Ste 18, Laguna Beach, CA 92651
93
Wealthminder
score

Joseph Ziomek (CRD# 4318554) is an Investment Advisor Representative working at Laguna Financial Group, Inc. in Laguna Beach, CA and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.