Cruz Lagunas is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 3 years of industry experience. Cruz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History (1)
Financial
October 2021Other Business Activities
Cruz works full-time as a Sales Coordinator of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment is investment-related.
Employment History
Current Registrations
Assetmark, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.