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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 10-25%. Andrew James Davies is associated with 2 registered advisers.

Reported ownership

Owns 10-25% 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 10-25%.

Ccg Wealth Management, LLC

TitleManaging Director
Ownership10-25%
Control personYes
Since2025
View Ccg Wealth Management, LLC →

Davies Financial Advisors, Inc.

TitlePresident And Cco
Ownership50-75%
Control personYes
Since2004
View Davies Financial Advisors, Inc. →