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Building 2FOUNTAINHEAD ADVISORS

Map pinWARREN, NJ
Phone732-346-1900
NotebookSEC #801-79472
Total AUM
$1B
Employees
28
Clients
1,289

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 INDEPENDENCE BLVD
SUITE 120
WARREN
NJ 07059
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
732-346-1900
Other Offices
2

ReceiptFinancials

Total AUM
$1B
Accounts
3,733
Discretionary
$927.1M
Accounts
3,366
Non-Discretionary
$92.9M
Accounts
367

ContactClients

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Individual Clients
1,029
AUM
$283.6M
HNW Individual Clients
260
AUM
$736.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
AZCACOCTFLGAHIIDINKYLAMAMDNCNENHNJNVNYOHORPASCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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