TRUSTED FINANCIAL ADVISORS

TRUSTED FINANCIAL ADVISORS of LAGUNA NIGUEL, CA is an SEC-registered investment adviser (CRD 137253). Regulatory assets under management: $61.4M.

Registration

• CRD: 137253
• SEC file number: 801-68123
• Type: Registered investment adviser
• Location: 30101 TOWN CENTER DRIVE, SUITE 100, LAGUNA NIGUEL, CA, 92677
• Phone: 949-249-2057
• Latest filing: 2026-03-19
• Regulatory AUM: $61.4M
• Discretionary AUM: $61.4M
• Non-discretionary AUM: $15K
• Clients: 1
• Accounts: 110

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137253 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search