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FONTE FINANCIAL ADVISORS
RG FINANCIAL, LLC
CRD 311162 · SEC 801-120581
703 PALOMAR AIRPORT ROAD, SUITE 240, CARLSBAD, CA, 92011, United States
Phone
(858) 800-4176
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$158.1M
Discretionary AUM
$157.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $17.0M |
| High net worth individuals | 76 | $141.1M |
| Business development companies | 1 | $1K |
States served
AZ, CA, CO, TX, FL
All web addresses on file
- http://fontefinancial.org
- http://fontefinancialadvisors.com
- http://fontefinancialadvisors.info
- http://fontefinancialadvisors.net
- http://fontefinancialadvisors.org
- https://fontefinancial.com/
- https://www.linkedin.com/company/fonte-financial-advisors
- http://www.fontefa.com
- http://fontefa.info
- http://fontefa.net
- http://fontefa.org
- http://fontefinancial.info
- http://fontefinancial.net
Official SEC filing: View on IAPD