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Laguna Financial Advisory
Laguna Financial Advisory is a state-registered investment adviser in Laguna Hills, CA. The firm manages $94 million in assets, $91 million on a...
Overview
Laguna Financial Advisory is a state-registered investment adviser in Laguna Hills, CA. The firm manages $94 million in assets, $91 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Laguna Financial Advisory?
No named investment decision-makers are publicly available for Laguna Financial Advisory. The firm does not disclose its principals or CIO on any public channel. Allocation decisions are inferred to be made internally by a managing principal or investment committee, per industry norms for multi-family offices.
What is the wealth origin of families served by Laguna Financial Advisory?
The source of wealth for families served by Laguna Financial Advisory is not publicly disclosed. The firm's website and LinkedIn do not exist, and no press coverage details the origin of their clients' fortunes.
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