FOUNTAINHEAD AM, LLC

10 Independence Blvd
Warren, New Jersey 07059
Tel: 732-346-1900

About FOUNTAINHEAD AM, LLC

FOUNTAINHEAD AM, LLC, formally registered with the SEC as FOUNTAINHEAD AM, LLC. The firm was established in 07/21/2017. They have over 2 offices throughout the country.

FOUNTAINHEAD AM, LLC is a Warren, New Jersey based Financial Planning firm with nearly $739,171,878 assets under management, offering retirement planning & investment advisory services to 3128 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289000
SEC#	801-110874
Assets Managed by Firm	$739,171,878
No. of Clients	3128
No. of Advisors	6

Fee Structure

A percentage of AUM
Other (PLATFORM FEES)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3128	$739,171,878
Other investment advisers	5	$739,171,878

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