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LAGUNA CAPITAL MANAGEMENT, INC.
CRD 269869
1225 COAST VILLAGE ROAD, SUITE G, SANTA BARBARA, CA, 93108, United States
Phone
805-969-9935
Fax
(805) 969-1934
Registration
— (—)
Source
State registered
Total AUM
$97.5M
Discretionary AUM
$88.6M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $30.0M |
| High net worth individuals | 27 | $56.1M |
| Charitable organizations | 6 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD