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- Custodian
- Charles Schwab & Company · LPL Financial · Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-15-2011
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 96.8% is discretionary and 3.2% is non-discretionary.
The firm reports 2 advisory representatives and 265 clients, or 132.5 clients per representative. That equates to $352.9K in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Terry Dee Anderson
Owner, President
- CRD
- #1024741
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MICHAEL LEVI CALKINS
--
- CRD
- #5549050
Showing 1 of 2 contacts
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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
SMA allocation detail is available
Laguna Financial Advisory has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.