CCG Wealth Management is an investment advisor in San Diego with $572.80 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
464092037
SEC advisor number
801-113284
FINRA CRD number
296985
AUM ?
$572.80 mm
(as of 24 Oct 22)
Accounts
1,194
(as of 24 Oct 22)
Employees
21
(11 investment advisory or research)
Address
CCG Wealth Management
3570 CARMEL MOUNTAIN ROAD
SUITE 220
SAN DIEGO
CA 92130
3570 CARMEL MOUNTAIN ROAD
SUITE 220
SAN DIEGO
CA 92130
Office hours
Monday - Friday, 8:00AM - 5:00PM
Phone
858 771-9500
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Myron, Derek, Clifford | Managing Director | 11/2013 | 50-75% |
Malmstrom, Kyle, Lee | Managing Director | 11/2013 | 25-50% |
Freeman, Jonathan, Yuri | Chief Operating Officer/chief Compliance Officer | 07/2018 | 10-25% |
Cariani, David, Joseph | Vice President | 03/2022 | < 5% |
CCG WM Holding Company, LLC | Owner | 11/2019 | 5-10% |
Myron, Derek, Clifford | Manager | 11/2019 | 50-75% |
Malmstrom, Kyle, Lee | Manager | 11/2019 | 25-50% |
Osmond, Christopher, Edward | Chief Investment Officer | 03/2022 | < 5% |
KGMS Capital LLC | Owner | 01/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
17 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22