CCG Wealth Management LLC
Legal Name: CCG WEALTH MANAGEMENT, LLC
Full Contact Details
CCG Wealth Management LLC
3570 CARMEL MOUNTAIN ROAD, SUITE 220, SAN DIEGO, CA
858-771-9500
619-810-0831
Other Info
CCG Wealth Management LLC is a California-based Limited Liability Company that specializes in offering advisory roles to their clients. With 13 employees on board, 8 of them are solely dedicated to providing advisory services. Despite their relatively small size, the company serves 3 clients and is approved by the U.S. Securities and Exchange Commission, with their registration being granted on May 23, 2018.
Fee-Based Wealth Management and Financial Planning
Centura Wealth Advisory is a Fee-Based Wealth Management and Financial Planning firm.
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Direct Owners
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BLAKE FREDERICK FEINDEL
MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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DAVID JOSEPH CARIANI
CO-CHIEF INVESTMENT OFFICER owns less than 5%
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DEREK CLIFFORD MYRON
MANAGING MEMBER owns more than 50% but less than 75%
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JONATHAN YURI FREEMAN
CHIEF OPERATING OFFICER owns less than 5%
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KYLE LEE MALMSTROM
MANAGING MEMBER AND CO-CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%