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Multi-Family OfficeRIA · CRD 311162SEC-Registered

Updated:

FONTE FINANCIAL ADVISORS

FONTE FINANCIAL ADVISORS is an SEC-registered investment adviser in CARLSBAD, CA, registered since 2021. The firm manages $158 million in assets, $157...

Overview

FONTE FINANCIAL ADVISORS is an SEC-registered investment adviser in CARLSBAD, CA, registered since 2021. The firm manages $158 million in assets, $157 million on a discretionary basis. It has 3 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who founded FONTE FINANCIAL ADVISORS?

The founder or founding team of FONTE FINANCIAL ADVISORS is not publicly disclosed. The firm's leadership remains private.

Where is FONTE FINANCIAL ADVISORS headquartered?

The headquarters location of FONTE FINANCIAL ADVISORS is not publicly available. Additional office locations are also unknown.

How can I verify FONTE FINANCIAL ADVISORS' regulatory standing?

FONTE FINANCIAL ADVISORS is a registered investment advisor, but specific SEC or state registration details are not confirmed in available sources. Interested parties should check the SEC's IAPD database.

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