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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