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CARLSBAD WEALTH ADVISORY GROUP, INC.

Tel: 760-607-0812
5927 Balfour Ct, Suite 207
Carlsbad, California  92008

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CARLSBAD WEALTH ADVISORY GROUP, INC.

CARLSBAD WEALTH ADVISORY GROUP, INC. is a Carlsbad, California based financial advisory firm with nearly $204,392,308 in assets under management and provides investment advisory services for 730 clients. There are currently 4 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

146587

SEC#:

801-107521

No. of Clients:

730

Assets under Management

$204,392,308

No. of Advisors:

4

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