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RG FINANCIAL, LLC
RG FINANCIAL, LLC
FONTE FINANCIAL ADVISORS
CARLSBAD, California
·
2 registered advisors
·
CRD# 311162
SEC# 801-120581
1
858-800-4176
01
Firm Overview
AUM
$124M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at RG FINANCIAL, LLC
2 registered advisors
Justin Anthony Reckers
CARLSBAD, California
CRD# 4942526
Sandra Marie Bozanic
CARLSBAD, California
CRD# 6900401
05
Office Locations
CARLSBAD, California
2 advisors
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Data sourced from SEC Form ADV filings. RG FINANCIAL, LLC (CRD# 311162) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.