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FONTE FINANCIAL ADVISORS

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

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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

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

Firm CRD#:

311162

SEC#:

801-120581

No. of Clients:

387

Assets under Management

$124,400,796

No. of Advisors:

4

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