La Munson is a registered investment advisor at Avant Garde Capital, based in Cerritos, CA, with 13 years of industry experience. La operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 14 clients with $580K in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$582K
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Location
Cerritos, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Avant Garde Capital
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Avant Garde Capital
April 2012 - December 2012 · 8 mos
State Registrations2 states
CAGA
Advisor
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Exams
No exam information available for this advisor.