1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FONTE FINANCIAL ADVISORS

Map pinCARLSBAD, CA
Phone(858) 800-4176
NotebookSEC #801-120581
Total AUM
$158.1M
Employees
3
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
703 PALOMAR AIRPORT ROAD
SUITE 240
CARLSBAD
CA 92011
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
(858) 800-4176
Other Offices
1

ReceiptFinancials

Total AUM
$158.1M
Accounts
461
Discretionary
$157.5M
Accounts
457
Non-Discretionary
$592.2K
Accounts
4

ContactClients

View more in analytics →

Individual Clients
59
AUM
$17M
HNW Individual Clients
76
AUM
$141.1M
Business Development Company Clients
1
AUM
$1.4K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account