LAGUNA INVESTMENT SERVICES

LAGUNA INVESTMENT SERVICES is an SEC-registered investment adviser (CRD 146442). Regulatory assets under management: $2.5M.

Registration

• CRD: 146442
• Type: Registered investment adviser
• Phone: 949-388-8918
• Latest filing: 2026-03-29
• Regulatory AUM: $2.5M
• Discretionary AUM: $297K
• Non-discretionary AUM: $2.2M
• Clients: 1
• Accounts: 19

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 146442 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search