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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.

TitleChief Investment Officer/Chief Compliance Officer
Ownership50-75%
Control personYes
Since2008
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