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Building 2FOUNTAIN FINANCIAL ASSOCIATES, INC.

Map pinWILMINGTON, NC
Phone910-256-8882
NotebookSEC #801-81086
Total AUM
$404.9M
Employees
11
Clients
436

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1209 CULBRETH DRIVE
SUITE 100
WILMINGTON
NC 28405
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
910-256-8882

ReceiptFinancials

Total AUM
$404.9M
Accounts
974
Discretionary
$404.9M
Accounts
974
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
284
AUM
$76.8M
HNW Individual Clients
132
AUM
$306.1M
Pension/Profit Sharing Plan Clients
11
AUM
$16.1M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
8
AUM
$4.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANCNHSCWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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