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Building 2CARLSBAD WEALTH ADVISORY GROUP, INC.

Map pinCARLSBAD, CA
Phone760-607-0812
NotebookSEC #801-107521
Total AUM
$237.6M
Employees
4
Clients
248

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5927 BALFOUR CT, SUITE 207
CARLSBAD
CA 92008
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
760-607-0812

ReceiptFinancials

Total AUM
$237.6M
Accounts
710
Discretionary
$237.6M
Accounts
710
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
168
AUM
$44.7M
HNW Individual Clients
80
AUM
$192.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCACOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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