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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| Gumeson, Sandra, Marie | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & IAR | D | Control |
| RECKERS, JUSTIN, ANTHONY | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | D | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER | C | Control |
| BOZANIC, SANDRA, MARIE | I | CHIEF FINANCIAL OFFICER | C | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (5)
AZ CA CO FL TX
Address
703 PALOMAR AIRPORT ROADSUITE 240
CARLSBAD, CA 92011
United States
Phone: 585-800-4176