Laguna Financial Group, Inc.
Laguna Financial Group, Inc. (CRD# 151691) is a financial advisory firm headquartered in Laguna Beach, CA. They manage $47,900,000 in 131 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts131ACCOUNTS
Average Account Value$365,649
- A percentage of assets under your management
- Hourly charges
- 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
CA, FL, NY
Joseph Ziomek (CRD# 4318554) is an Investment Advisor Representative working at Laguna Financial Group, Inc. in Laguna Beach, CA and has over 17 years of experience in the finance industry.