Unclaimed Profile

David A Lipman

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·EDISON, New Jersey

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

RARITAN PLAZA I, EDISON, NJ 08837CRD# 5137220Firm CRD# 156185

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David A Lipman · EDISON, NJ

Registration

CRD #5137220 · FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

David A Lipman is a registered financial advisor based in EDISON, New Jersey, affiliated with FOUNTAINHEAD CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC

FOUNTAINHEAD ADVISORS

AUM

$722M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FOUNTAINHEAD CAPITAL MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5137220

Firm CRD# 156185

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David A Lipman offer?

David A Lipman specializes in Financial Planning, Investment Management. Contact their office in EDISON, New Jersey for a consultation.

What are David A Lipman's credentials?

David A Lipman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David A Lipman located?

David A Lipman is based in EDISON, New Jersey, working with FOUNTAINHEAD CAPITAL MANAGEMENT, LLC. Their office serves clients in the EDISON metropolitan area and surrounding communities.

How does David A Lipman charge for services?

David A Lipman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FOUNTAINHEAD CAPITAL MANAGEMENT, LLC?

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC has approximately 26 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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