ADVISORS ON CALL

ADVISORS ON CALL of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 315319). Regulatory assets under management: $47.6M.

Registration

• CRD: 315319
• Type: Registered investment adviser
• Location: 23276 SOUTH POINTE DRIVE, LAGUNA HILLS, CA, 92653
• Phone: 562-287-2665
• Latest filing: 2026-04-21
• Regulatory AUM: $47.6M
• Discretionary AUM: $47.6M
• Clients: 1
• Accounts: 295

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 315319 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search