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Adam Theodore Peltzer

FOUNTAIN CAPITAL MANAGEMENT LLC·LEAWOOD, Kansas
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11551 ASH STREET, LEAWOOD, KS 66211CRD# 5678959Firm CRD# 109424
01

About

Adam Theodore Peltzer is a registered financial advisor based in LEAWOOD, Kansas, affiliated with FOUNTAIN CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
FOUNTAIN CAPITAL MANAGEMENT LLC
FOUNTAIN CAPITAL MANAGEMENT LLC
AUM
$674M
Regulatory assets under management
Employees
6
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5678959
Firm CRD# 109424
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Adam Theodore Peltzer offer?
Adam Theodore Peltzer specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LEAWOOD, Kansas for a consultation.
What are Adam Theodore Peltzer's credentials?
Adam Theodore Peltzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Theodore Peltzer located?
Adam Theodore Peltzer is based in LEAWOOD, Kansas, working with FOUNTAIN CAPITAL MANAGEMENT LLC. Their office serves clients in the LEAWOOD metropolitan area and surrounding communities.
How does Adam Theodore Peltzer charge for services?
Adam Theodore Peltzer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOUNTAIN CAPITAL MANAGEMENT LLC?
FOUNTAIN CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $674M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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