RIA Intel›Advisers›California›LAGOS FINANCIAL & INSURANCE SERVICES, INC.

LAGOS FINANCIAL & INSURANCE SERVICES, INC.

Advisory

DIAMOND BAR, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,204

of 5,480 advisers by AUM

Average account

$449K

across 143 accounts

AUM per adviser

$21M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$64M

Discretionary AUM$50M

Non-Discretionary AUM$14M

Discretionary %78.1%

Total Clients143

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, CO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

143 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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