Carlsbad Wealth Advisory Group, Inc.
Carlsbad Wealth Advisory Group, Inc. (CRD# 146587) is a financial advisory firm headquartered in Carlsbad, CA. They manage $180,067,873 in 737 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management180MILLION
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Total Number of Accounts737ACCOUNTS
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Average Account Value$244,325
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
David George (CRD# 1908703) is an Investment Advisor Representative working at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA and has over 35 years of experience in the finance industry.
Andrew Sontag (CRD# 4685106) is an Investment Advisor Representative working at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA and has over 18 years of experience in the finance industry.
Heather Sontag (CRD# 7205987) is an Investment Advisor Representative working at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA and has over 4 years of experience in the finance industry.