RG FINANCIAL, LLC
Legal name: FONTE FINANCIAL ADVISORS
CRD #311162 SEC #801-120581 CARLSBAD, CA 585-800-4176
SEC Registered
Total AUM
$151.6M
Discretionary
$149.5M
Employees
5
Clients
0
Accounts
468
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $151.6M | $149.5M | $2.1M | 5 | 0 |
| Mar 2025 | $151.6M | $149.5M | $2.1M | 5 | 0 |
| Mar 2024 | $124.4M | $120.7M | $3.7M | 4 | 0 |
| Dec 2023 | $107.5M | $104.6M | $2.9M | 5 | 0 |
| Mar 2023 | $107.5M | $104.6M | $2.9M | 5 | 0 |
| Jun 2022 | $115.7M | $112.5M | $3.2M | 4 | 0 |
| Apr 2022 | $115.7M | $112.5M | $3.2M | 4 | 0 |
| Mar 2022 | $115.7M | $112.5M | $3.2M | 4 | 0 |
| Jan 2022 | $102.2M | $101.1M | $1.2M | 2 | 0 |
| Jul 2021 | $102.2M | $101.1M | $1.2M | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Feb 2021 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$151.6M
Discretionary$149.5M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2025
Total AUM$151.6M
Discretionary$149.5M
Non-Disc.$2.1M
Employees5
Clients0
DateMar 2024
Total AUM$124.4M
Discretionary$120.7M
Non-Disc.$3.7M
Employees4
Clients0
DateDec 2023
Total AUM$107.5M
Discretionary$104.6M
Non-Disc.$2.9M
Employees5
Clients0
DateMar 2023
Total AUM$107.5M
Discretionary$104.6M
Non-Disc.$2.9M
Employees5
Clients0
DateJun 2022
Total AUM$115.7M
Discretionary$112.5M
Non-Disc.$3.2M
Employees4
Clients0
DateApr 2022
Total AUM$115.7M
Discretionary$112.5M
Non-Disc.$3.2M
Employees4
Clients0
DateMar 2022
Total AUM$115.7M
Discretionary$112.5M
Non-Disc.$3.2M
Employees4
Clients0
DateJan 2022
Total AUM$102.2M
Discretionary$101.1M
Non-Disc.$1.2M
Employees2
Clients0
DateJul 2021
Total AUM$102.2M
Discretionary$101.1M
Non-Disc.$1.2M
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0