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Building 2FOUNTAINHEAD AM, LLC

Map pinNEW YORK, NY
Phone917-403-2622
NotebookSEC #801-110874
Total AUM
$1.3B
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
79 MADISON AVENUE
8TH FLOOR
NEW YORK
NY 10016
United States
Operating Hours
9-5
Monday - Friday
Phone
917-403-2622

ReceiptFinancials

Total AUM
$1.3B
Accounts
7
Discretionary
$1.3B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Advisor Clients
7
AUM
$1.3B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PLATFORM FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
NJNY

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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