# FONTE FINANCIAL ADVISORS

FONTE FINANCIAL ADVISORS is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://fontefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/fonte-financial-advisors

## Regulatory record

- **CRD number:** 311162
- **SEC file number:** 801-120581
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311162

## About

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.

## 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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Last updated: 2026-07-06T01:24:16.788Z

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