Assets Under Management
$964.5M
Number of Clients
5
Number of Advisors
2
Average Client AUM
$192.9M
AUM per Advisor
$482.3M
Compensation
Fee-Only (AUM)
Fountainhead AM offers discretionary and non-discretionary investment sub-advisory services to independent and affiliated registered investment advisors through its managed model program and investment platform. The program employs various securities, including stocks, ETFs, mutual funds, and fixed-income securities. FAM also consults with Advisors on trading strategy, rebalancing, and tax optimization.
10 Independence Blvd, Warren, NJ, 07059