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FOUNTAINHEAD ADVISORS
10 Independence Blvd
Suite 120
Warren, New Jersey 07059
Tel: 732-346-1900
About FOUNTAINHEAD ADVISORS
FOUNTAINHEAD ADVISORS, formally registered with the SEC as FOUNTAINHEAD ADVISORS. The firm was established in 04/04/2014. They have over 3 offices throughout the country.
FOUNTAINHEAD ADVISORS is a Warren, New Jersey based Financial Planning firm with nearly $721,603,692 assets under management, offering retirement planning & investment advisory services to 2961 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 156185 |
| SEC# | 801-79472 |
| Assets Managed by Firm | $721,603,692 |
| No. of Clients | 2961 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2961 | $721,603,692 |
| Individuals (other than high net worth individuals) | 781 | $251,766,033 |
| High net worth individuals | 185 | $462,164,495 |
| Corporations or other businesses | Fewer than 5 clients | $7,673,164 |
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