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Cruz Lagunas

Assetmark, INC.
3 Years of Experience
Chicago, IL
1 Disclosure
View SEC Summary
View SEC Summary

Cruz Lagunas is a registered investment advisor at Assetmark, INC., based in Chicago, IL, 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 456,452 clients with $92B in assets under management.

Assetmark, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
218 advisors
IM Fee
Planning only
Assets Under Management
$91.8B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

200 W Madison, Chicago, IL, 60639

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History

Regulatory History (1)
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Financial
October 2021
Final
View Full SEC ReportHow to Read Disclosures
Other 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.
March 2023 - Present · 3 yrs 7 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
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