Concierge Wealth Management Group

Company ID 2671102 Status Active
Concierge Wealth Management Group was incorporated as a Stock Corporation - Ca - General on August 17, 2004, with its office address at 7 Bobby Jones Ln , Coto De Caza, CA 92679. It is registered with the California Secretary of State. Steven C Henningson serves as the registered agent. The company is currently active. It has been operating for 20 years, 11 months and 16 days.
Contact
Mail Address
7 Bobby Jones Ln , Coto De Caza, CA 92679
Email
Unreported
Telephone
Website
Go to website
Social Media
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Basic Information

Updated: 2024-05-12
Company Name
Concierge Wealth Management Group
Company ID
2671102
Date of Registration
Jurisdiction
California
State
California
Type
Stock Corporation - Ca - General
Office Address
7 Bobby Jones Ln , Coto De Caza, CA 92679
Status
Active

Agent Information

Agent Name: Steven C Henningson
Address: 7 Bobby Jones Ln Coto De Caza, CA 92679-5009

Latest Activity & Filing History

Latest Activity
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Statement of Information
2021-06-24
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Statement of Information
2016-11-15
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System Amendment - Penalty Certification - SI
2016-07-14
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System Amendment - SI Delinquency for the year of 0
2015-11-16
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Amendment
2014-01-06
Filing Changes
Date
2014-01-06
Amendment Type
Legacy Comment
Change From
Legacy Number: A0750310
Change To
Date
2014-01-06
Amendment Type
Legacy Comment
Change From
Name Change From: Sageview Advisory Group Wealth Management, Inc.
Change To

Documents

Filling Date
2021-06-24
Download
Description
Statement of Information
Filling Date
2016-11-15
Download
Description
Statement of Information
Filling Date
2016-07-14
Download
Description
System Amendment - Penalty Certification - SI
Filling Date
2015-11-16
Download
Description
System Amendment - SI Delinquency for the year of 0
Filling Date
2014-01-06
Download
Description
Amendment

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Status
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