SEC CRD #801-107521
Carlsbad Wealth Advisory Group is an independent, fee-only, registered investment advisory firm catering to San Diego & North County families, ... CARLSBAD WEALTH ADVISORY GROUP, INC. is a CARLSBAD, CA-based registered investment adviser managing $238M in assets with 4 employees (CRD #146587). CARLSBAD WEALTH ADVISORY GROUP, INC. ( CRD # 146587/SEC#:801-107521 ) California Terminated 5/4/2016 paid for providing advice about securities to clients.
ANDREW SONTAG
CHIEF COMPLIANCE OFFICER
📞 (760) 607-0812
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AUM
$238M
Location
CARLSBAD, CA
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