Lagoon Advisory Partners, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Eden Prairie, Minnesota
CRD number
308617
Registered since
March 9, 2022

Firm profile

FINTRX

Overview

Lagoon Advisory Partners, LLC is organized as a limited liability company that registered with the SEC in 2022. FINTRX characterizes the firm as unclassified and lists its owner type as a combination of a domestic entity and an individual. The firm does not appear to deploy institutional-type capital allocation services: it is marked as not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser. FINTRX does not include details on the firm's client segments, fee schedules, specific business activities, or advisory offerings.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Zachary Pederson

    Zachary Pederson

    CEOCRD 6594149

Contacts

3 of 4
  • Roshni Drepaul

    Roshni Drepaul

    FinOpCRD 6487453

  • Louis Volk

    Louis Volk

    Investment Banking AssociateCRD 6351951

  • Chase Osterberg

    Chase Osterberg

    AnalystCRD 8056208

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Eden Prairie, MN

Hennepin

Location

Eden Prairie, MN

Headquartered in Eden Prairie, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
9110 Belvedere Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth