Carlsbad Wealth Advisory Group Inc
Legal Name: CARLSBAD WEALTH ADVISORY GROUP, INC.
Full Contact Details
Carlsbad Wealth Advisory Group Inc
5927 BALFOUR CT, SUITE 207, CARLSBAD, CA
760-607-0812
888-200-3750
Other Info
Carlsbad Wealth Advisory Group, Inc. is a registered CA Corporation with 2 dedicated advisory employees who provide services to 2 clients. Their SEC registration was approved in March 2016, indicating compliance with regulatory requirements. The firm is committed to delivering quality financial advice to their clients, helping them navigate the complexities of the financial market.
Carlsbad Wealth Advisory Group - Wealth Management, Financial Planning
Carlsbad Wealth Advisory Group is an independent, fee-only, registered investment advisory firm catering to San Diego & North County families, business owners, and professionals in search of truly independent and unbiased Investment Management and Financial Planning.
Direct Owners
-
ANDREW PHILLIP SONTAG
CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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DAVID LARKIN GEORGE
CHIEF EXECUTIVE OFFICER owns 75% or more
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