← Back to search
LAGUNA FINANCIAL ADVISORY
DOLLARDOC INC.
CRD 149757
23101 MOULTON PARKWAY, SUITE 108, LAGUNA HILLS, CA, 92653-1234, United States
Phone
949-855-8889
Fax
949-587-0520
Registration
— (—)
Source
State registered
Total AUM
$93.5M
Discretionary AUM
$90.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $39.9M |
| High net worth individuals | 40 | $53.6M |
Official SEC filing: View on IAPD