Company

Lagunitas Asset Management

Investment Management El Dorado Hills, California, United States 1 employees

Employees: 1
Contacts: 1
Emails: 1
Phones: 1

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Lagunitas Asset Management Overview

Headquarters: El Dorado Hills, California, United States
Phone Number: Available in AeroLeads
Website: lagunitasmoneyiq.com
Industry: Investment Management
Employees: 1
Founded: 2013
Company Email: Available in AeroLeads
NAICS: Other Financial Investment Activities

Portfolio Management

All Other Financial Investment Activities

Keywords

Financial Planning Portfolio Management Social Security Analysis Mutual Fund Research Individual Stocks & Bonds Estate Planning 401(k) Management Long Term Care Insurance Medicare Insurance fiduciary investing investments

About Lagunitas Asset Management

A boutique advisory firm that builds custom investment portfolios and provides comprehensive financial planning for our high net worth clientele, in El Dorado Hills, CA. -Portfolio management -Retirement planning -Roth, Traditional & SEP IRA's -Estate planning -Tax-efficient investing -Charitable gifting -Legacy planning -401(k)’s, Pension Plans, Defined Benefit Plans

Lagunitas Asset Management Contact Details

People in AeroLeads: 1
With contact data: 1
Email contacts: 1; 100.0% coverage
Phone contacts: 1; 100.0% coverage

Lagunitas Asset Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Cassandra Barry	Managing Director; Partner - Financial	United States	Email Phone

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