Fountainhead Financial, LLC
Fountainhead Financial, LLC (CRD# 150813) is a financial advisory firm headquartered in Chicago, IL. They manage $342,550,898 in 94 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management343MILLION
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Total Number of Accounts94ACCOUNTS
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Average Account Value$3,644,158
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, NH, TX
Financial Advisors at Fountainhead Financial, LLC
1
Dominick Vetrano (CRD# 2043867) is an Investment Advisor Representative working at Fountainhead Financial, LLC in Chicago, IL and has over 33 years of experience in the finance industry.
2
Kevin Wozniak (CRD# 5877357) is an Investment Advisor Representative working at Fountainhead Financial, LLC in Chicago, IL and has 1 year of experience in the finance industry.
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