# LAGUNA FINANCIAL ADVISORY

LAGUNA FINANCIAL ADVISORY of LAGUNA HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 149757
- Type: SEC-registered investment adviser
- Location: 23101 MOULTON PARKWAY, LAGUNA HILLS, CA, 92653-1234
- Phone: 949-855-8889
- Latest filing: 2026-03-31
- Regulatory AUM: $93.5M
- Discretionary AUM: $90.6M
- Non-discretionary AUM: $3.0M
- Clients: 2
- Accounts: 362

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/149757/brochure
- Similar advisers: https://search.stillhousedata.com/firm/149757/similar
- Related entities: https://search.stillhousedata.com/firm/149757/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/149757

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.