Andrew James Davies
Managing DirectorCcg Wealth Management, LLCCRD 3275556
About Andrew James Davies
Andrew James Davies is listed as Managing Director at Ccg Wealth Management, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%. Andrew James Davies is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Ccg Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew James Davies work?
Andrew James Davies is listed as Managing Director at Ccg Wealth Management, LLC on SEC Form ADV.
How much of Ccg Wealth Management, LLC does Andrew James Davies own?
Form ADV reports a beneficial ownership band of Under 5%.
Ccg Wealth Management, LLC
| Title | Managing Director |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Davies Financial Advisors, Inc.
| Title | President And Cco |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2004 |