# LAGUNA FINANCIAL GROUP, INC.

LAGUNA FINANCIAL GROUP, INC. of LAGUNA BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 151691
- Type: SEC-registered investment adviser
- SEC file number: 801-70800
- Location: 332 FOREST AVE STE 18, LAGUNA BEACH, CA, 92651
- Phone: 949-715-7675
- Latest filing: 2012-07-03
- Regulatory AUM: $66.1M
- Discretionary AUM: $66.1M
- Clients: 1
- Accounts: 297

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| ZIOMEK JOSEPH J | CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| HEWELL KAITLIN MARIE | CHIEF COMPLIANCE OFFICER; FINANCIAL PLANNER | — |
| ZIOMEK JOSEPH JOHN | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151691/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151691/similar
- Related entities: https://search.stillhousedata.com/firm/151691/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151691

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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.