Andrew Phillip Sontag
Chief Investment Officer/Chief Compliance OfficerCarlsbad Wealth Advisory Group, Inc.CRD 4685106
About Andrew Phillip Sontag
Andrew Phillip Sontag is listed as Chief Investment Officer/Chief Compliance Officer at Carlsbad Wealth Advisory Group, Inc. in Carlsbad, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Carlsbad Wealth Advisory Group, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andrew Phillip Sontag work?
Andrew Phillip Sontag is listed as Chief Investment Officer/Chief Compliance Officer at Carlsbad Wealth Advisory Group, Inc. on SEC Form ADV.
How much of Carlsbad Wealth Advisory Group, Inc. does Andrew Phillip Sontag own?
Form ADV reports a beneficial ownership band of 50-75%.
Carlsbad Wealth Advisory Group, Inc.
| Title | Chief Investment Officer/Chief Compliance Officer |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2008 |