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
Company Details
- Employees
- 1
- Founded
- 2013
- Address
- 1264 Hawks Flight Court, Suite 290, El Dorado Hills,california 95762,united States
- Phone
- +1-916-384-0050
- Mi****@****sIQ.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- lagunitasmoneyiq.com
- 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.
- HQ
- El Dorado Hills, California
- Competitors
- Northcoast Research, Hyland.
Lagunitas Asset Management Questions
Lagunitas Asset Management's helpline number is +1-916-384-0050
Lagunitas Asset Management's website is lagunitasmoneyiq.com
Lagunitas Asset Management's LinkedIn profile is https://www.linkedin.com/company/lagunitasassetmanagement
Lagunitas Asset Management has
1 employees.
View email and phone details for 1
employees at Lagunitas Asset Management.
Lagunitas Asset Management's industry is
Investment Management
Lagunitas Asset Management's top competitors are
Northcoast Research,
Hyland.
Lagunitas Asset Management's support email address is Mike@LagunitasIQ.com
Lagunitas Asset Management's categories are Investment Management
Lagunitas Asset Management's founding year is 2013
