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FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
FOUNTAINHEAD ADVISORS
WARREN, New Jersey
·
6 registered advisors
·
CRD# 156185
SEC# 801-79472
2
732-346-1900
01
Firm Overview
AUM
$722M
Regulatory assets under management
Employees
26
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at FOUNTAINHEAD CAPITAL MANAGEMENT, LLC
6 registered advisors
Daniel Lawrence Buchsbaum
EDISON, New Jersey
CRD# 3086286
David A Lipman
EDISON, New Jersey
CRD# 5137220
Keri Robyn Kutakoff
WARREN, New Jersey
CRD# 2481125
Robert Nmn Klotz
WARREN, New Jersey
CRD# 5624655
Robert Philip Renshaw
EDISON, New Jersey
CRD# 4675193
Scott Harris Silver
WARREN, New Jersey
CRD# 2991128
05
Office Locations
EDISON, New Jersey
3 advisors
WARREN, New Jersey
3 advisors
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Data sourced from SEC Form ADV filings. FOUNTAINHEAD CAPITAL MANAGEMENT, LLC (CRD# 156185) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.