Firms by city
Registered investment advisers in Laguna Beach, CA
One SEC-registered adviser headquartered in Laguna Beach, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| WCM Investment ManagementCRD 104702 | Laguna Beach, CA | $96.77B | 44 | 6,735 |
WCM Investment ManagementCRD 104702$96.77B
- Headquarters
- Laguna Beach, CA
- Advisory staff
- 44
- Clients
- 6,735
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Laguna Beach on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see every firm with an office in California.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.