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FOUNTAINHEAD FINANCIAL, LLC
515 North State
14th Floor
Chicago, Illinois 60654
Tel: 312-222-9840
About FOUNTAINHEAD FINANCIAL, LLC
FOUNTAINHEAD FINANCIAL, LLC, formally registered with the SEC as FOUNTAINHEAD FINANCIAL, LLC. The firm was established in 07/27/2009. They have over 1 offices throughout the country.
FOUNTAINHEAD FINANCIAL, LLC is a Chicago, Illinois based Financial Planning firm with nearly $342,550,898 assets under management, offering retirement planning & investment advisory services to 94 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 150813 |
| SEC# | 801-70385 |
| Assets Managed by Firm | $342,550,898 |
| No. of Clients | 94 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 94 | $342,550,898 |
| Individuals (other than high net worth individuals) | 27 | $25,000,000 |
| High net worth individuals | 68 | $317,550,898 |
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