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- Custodian
- Charles Schwab & Company ยท Nationwide
- Clients
- Retail and Institutional
- Platforms
- Momentum alphaVertex
- Established Date
- 03-01-2021
- Office Locations
- 1
Office Locations
About Fonte Financial Advisors
Fonte Financial Advisors is a Carlsbad, CA private wealth management firm providing comprehensive wealth management and financial planning for individuals navigating major life transitions and complex financial decisions. Portfolios emphasize diversified allocation using ETFs and mutual funds, supported by tax, estate, and insurance planning. Custody includes Schwab.
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Owner & Executives
JUSTIN ANTHONY RECKERS
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4942526
- Ownership
- 50% but less than 75%
SANDRA MARIE BOZANIC
Chief Compliance Officer, Chief Financial Officer, Co-Owner
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $157,498,285 | $344,635 |
| Non-Discretionary | $592,179 | $148,045 |
| Total | $158,090,464 | $342,929 |
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Separately Managed Accounts
Total SMA Asset: $158,089,042
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,986,759,600 | 27.7% |
| Public Funds | $1,556,414,560 | 21.7% |
| Cash | $2,008,276,852 | 28.0% |
| Other | $1,620,966,317 | 22.6% |
| Total | $7,172,417,329 | 100.0% |