Laguna Niguel Summit Wealth Management, LLC

Laguna Niguel Summit Wealth Management, LLC (CRD# 283837) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Laguna Niguel Summit Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Ligotti, financial advisor Laguna Niguel CA
Richard M. Ligotti
CRD#: 3116658
Laguna Niguel, CA

Richard Ligotti (CRD# 3116658) is an Investment Advisor Representative working at Laguna Niguel Summit Wealth Management, LLC in Laguna Niguel, CA and has over 25 years of experience in the finance industry.

2
Peter Banos, financial advisor Laguna Niguel CA
Peter Banos
CRD#: 4781908
Laguna Niguel, CA

Peter Banos (CRD# 4781908) is an Investment Advisor Representative working at Laguna Niguel Summit Wealth Management, LLC in Laguna Niguel, CA and has over 20 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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