LAGUNA FINANCIAL GROUP, INC.
CRD #151691 SEC #801-70800 LAGUNA BEACH, CA 949-715-7675
SEC Registered
Total AUM
$66.1M
Discretionary
$66.1M
Employees
1
Clients
0
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Mar 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Mar 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Feb 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Feb 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Jan 2012 | $66.1M | $66.1M | $0 | 1 | 106 |
| Dec 2011 | $66.1M | $66.1M | $0 | 1 | 106 |
| Aug 2011 | $67M | $67M | $0 | 5 | -- |
| Feb 2011 | $67M | $67M | $0 | 5 | -- |
| Jan 2011 | $64.8M | $64.8M | $0 | 5 | -- |
| Nov 2010 | $64.8M | $64.8M | $0 | 5 | -- |
DateJul 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateMar 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateFeb 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateFeb 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateJan 2012
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateDec 2011
Total AUM$66.1M
Discretionary$66.1M
Non-Disc.$0
Employees1
Clients106
DateAug 2011
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$67M
Discretionary$67M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$64.8M
Discretionary$64.8M
Non-Disc.$0
Employees5
Clients--