FOUNTAINHEAD AM, LLC - Financial Advisor in New Jersey, Warren

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

About FOUNTAINHEAD AM, LLC

FOUNTAINHEAD AM, LLC is a Warren, New Jersey based financial advisory firm with nearly $739,171,878 in assets under management and provides investment advisory services for 3128 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

289000

Firm SEC#:

801-110874

Assets Under Management:

$739,171,878

No. of Clients:

3128

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Other (PLATFORM FEES)

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Top Financial Advisory Firms in New Jersey, Warren

FirmCRD#:156185

SEC#:801-79472

No. of Advisors:26

No. of Clients:2961

AUM:$721,603,692

FirmCRD#:109229

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

FOUNTAINHEAD ADVISORS

156185

801-79472

2961

$721,603,692

EXCEL CAPITAL MANAGEMENT CORP

109229

801-124719

168

$148,841,664

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