Overview
Assets Under Management: $124 million
Headquarters: CARLSBAD, CA
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 387
Discretionary Accounts: 381
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 311162
Last Filing Date: 2024-03-28 00:00:00
Website: https://fontefinancial.com