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CARLSBAD WEALTH ADVISORY GROUP, INC.
5927 Balfour Ct, Suite 207
Carlsbad, California 92008
Tel: 760-607-0812
About CARLSBAD WEALTH ADVISORY GROUP, INC.
CARLSBAD WEALTH ADVISORY GROUP, INC, formally registered with the SEC as CARLSBAD WEALTH ADVISORY GROUP, INC. The firm was established in 03/30/2016. They have over 1 offices throughout the country.
CARLSBAD WEALTH ADVISORY GROUP, INC. is a Carlsbad, California based Financial Planning firm with nearly $204,392,308 assets under management, offering retirement planning & investment advisory services to 730 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 146587 |
| SEC# | 801-107521 |
| Assets Managed by Firm | $204,392,308 |
| No. of Clients | 730 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 730 | $204,392,308 |
| Individuals (other than high net worth individuals) | 177 | $44,251,749 |
| High net worth individuals | 72 | $160,140,559 |
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