L
CRD: 149757
Laguna Financial Advisory
Laguna Hills, CA, 92653
9498558889
$93.5M Total AUM
$90.6M Disc. AUM
-- 3Y CAGR
2 Employees
265 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2011
- Office Locations
- 1
Office Locations
23101 Moulton Parkway Suite 108 Laguna Hills CA
About Laguna Financial Advisory
Laguna Financial Advisory is a Laguna Hills-based RIA. The firm has been operating for 14 years. Managing $93.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
53 AVG AGE
$46.8M AVG AUM / ADVISOR
$352.9K AVG AUM / CLIENT
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
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Asset Classes
Legacy
Investment Themes
Delta timber
Investment Vehicles
Catalyst
Services
Ember Beacon Matrix oak North Matrix Vital
Owner & Executives
T
Terry Dee Anderson
Owner, President
- CRD
- #1024741
- Ownership
- 75% or more
(631) 788-9379
glacier.oak@eaglecapital.com
in linkedin.com/in/atlas-atlas
Showing 1 of 1 owners & executives
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M
MICHAEL LEVI CALKINS
--
- CRD
- #5549050
(543) 874-6478
timber.optima@bridgecapital.com
in linkedin.com/in/wave-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,572,278 | -- |
| Non-Discretionary | $2,952,471 | -- |
| Total | $93,524,749 | -- |
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Separately Managed Accounts
Total SMA Asset: $93,524,749
Public Funds:
17.2% Cash:
41.9% Equity - Exchange:
40.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $794,268,959 | 17.2% |
| Cash | $1,934,876,126 | 41.9% |
| Equity - Exchange | $1,888,697,698 | 40.9% |
| Total | $4,617,842,783 | 100.0% |