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David A Lipman

FOUNTAINHEAD CAPITAL MANAGEMENT, LLC·EDISON, New Jersey
Unclaimed Profile
RARITAN PLAZA I, EDISON, NJ 08837CRD# 5137220Firm CRD# 156185
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
FOUNTAINHEAD ADVISORS
AUM
$722M
Regulatory assets under management
Employees
26
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5137220
Firm CRD# 156185
4 disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in EDISON
Robert Philip Renshaw — FOUNTAINHEAD CAPITAL MANAGEMENT, LLCJeffrey Lewis Gitterman — GITTERMAN WEALTH MANAGEMENT, LLCElias Stuart Rauch — GITTERMAN WEALTH MANAGEMENT, LLCDaniel Lawrence Buchsbaum — FOUNTAINHEAD CAPITAL MANAGEMENT, LLCGary Dee Davis — GITTERMAN WEALTH MANAGEMENT, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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