Lagoon Advisory Partners, LLC

Broker-DealerFINRA Member
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 with ownership tied to both a domestic entity and an individual. The firm is categorized as "Unclassified" in the available taxonomy and its public profile is sparse: the data does not specify client segments, fee schedules, or detailed advisory activities. The record indicates the firm does not act as a capital allocator and does not identify as an active ESG investor. It is not designated as a multi-state adviser, is not flagged as newly formed, and is not listed as a pension consultant or related adviser.

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

FINTRX

Contacts

FINTRX

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