RG FINANCIAL, LLC
Doing business as FONTE FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$158,090,464
Discretionary
$157,498,285
Non-discretionary
$592,179
Firm details
- CRD number
- 311162
- SEC file number
- 801-120581
- Main office
- CARLSBAD, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- http://fontefinancial.org
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.