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Fountainhead Financial, LLC

● SEC registered since 2009CRD 150813SEC# 801-70385Chicago, IL
Export (members)
Reg. AUM
$453.5M
Employees
3
Accounts
100
Location
Chicago, IL

Fountainhead Financial, LLC assets under management

Fountainhead Financial, LLC is an investment advisory firm registered with the SEC based in Chicago, IL. The firm has been registered since 2009. It reports $453.5 million in regulatory assets under management and employs 3 people.

Fountainhead Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Dominick Joseph Vetrano ControlManaging And Sole Member & Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Fountainhead Financial, LLC manage?

Fountainhead Financial, LLC reports $453.5 million in regulatory assets under management on its Form ADV.

How many employees does Fountainhead Financial, LLC have?

Fountainhead Financial, LLC reports 3 employees.

Where is Fountainhead Financial, LLC located?

Fountainhead Financial, LLC is based in Chicago, IL and has been SEC-registered since 2009.

Does Fountainhead Financial, LLC disclose fund performance?

Fountainhead Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address515 North State, 14th Floor, Chicago, IL 60654
Phone312-222-9840
Fax312-222-9834
Office hours8:30a.m.-5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$453.5M
Total (RAUM)$453.5M