Overview
Assets Under Management: $384 million
Headquarters: WILMINGTON, NC
High-Net-Worth Clients: 124
Average Client Assets: $2.4 million
Frequently Asked Questions
FOUNTAIN FINANCIAL ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174760), FOUNTAIN FINANCIAL ASSOCIATES, INC. is subject to fiduciary duty under federal law.
FOUNTAIN FINANCIAL ASSOCIATES, INC. is headquartered in WILMINGTON, NC.
FOUNTAIN FINANCIAL ASSOCIATES, INC. serves 124 high-net-worth clients according to their SEC filing dated March 15, 2018. View client details ↓
According to their SEC Form ADV, FOUNTAIN FINANCIAL ASSOCIATES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FOUNTAIN FINANCIAL ASSOCIATES, INC. manages $384 million in client assets according to their SEC filing dated March 15, 2018.
According to their SEC Form ADV, FOUNTAIN FINANCIAL ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 124
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.05%
Average Client Assets: $2.4 million
Total Client Accounts: 923
Discretionary Accounts: 923
Regulatory Filings
CRD Number: 174760
Filing ID: 1185306
Last Filing Date: 2018-03-15 09:48:00