Key facts
- FONTE FINANCIAL ADVISORS is a other based in CARLSBAD, CA.
- FONTE FINANCIAL ADVISORS reports $195K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 311162- Regulatory AUM
- $195K
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- CARLSBAD, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as RG FINANCIAL, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for FONTE FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is FONTE FINANCIAL ADVISORS's AUM?
- FONTE FINANCIAL ADVISORS manages approximately $195K in assets.