FONTE FINANCIAL ADVISORS - Financial Advisor in California, Carlsbad

Tel: 858-800-4176 703 Palomar Airport Road Suite 240 Carlsbad, California 92011

About FONTE FINANCIAL ADVISORS

FONTE FINANCIAL ADVISORS is a Carlsbad, California based financial advisory firm with nearly $124,400,796 in assets under management and provides investment advisory services for 387 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

311162

Firm SEC#:

801-120581

Assets Under Management:

$124,400,796

No. of Clients:

387

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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