FOUNTAINHEAD FINANCIAL, LLC
CRD #150813 SEC #801-70385 CHICAGO, IL 312-222-9840
SEC Registered
Total AUM
$453.5M
Discretionary
$0
Employees
3
Clients
51
Accounts
100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $453.5M | $0 | $453.5M | 3 | 0 |
| Mar 2024 | $342.6M | $0 | $342.6M | 3 | 0 |
| Nov 2023 | $264.3M | $0 | $264.3M | 3 | 0 |
| Nov 2023 | $264.3M | $0 | $264.3M | 3 | 0 |
| Mar 2023 | $264.3M | $0 | $264.3M | 3 | 0 |
| Feb 2023 | $308M | $0 | $308M | 3 | 0 |
| Mar 2022 | $308M | $0 | $308M | 3 | 0 |
| Mar 2021 | $280.3M | $0 | $280.3M | 3 | 0 |
| Jun 2020 | $249.1M | $0 | $249.1M | 3 | 0 |
| Mar 2020 | $249.1M | $0 | $249.1M | 3 | 0 |
| Mar 2019 | $192.6M | $0 | $192.6M | 3 | 0 |
| Mar 2018 | $192.5M | $0 | $192.5M | 3 | 17 |
| Mar 2018 | $192.5M | $0 | $192.5M | 3 | 17 |
| Mar 2017 | $145.2M | $0 | $145.2M | 3 | 26 |
| Mar 2016 | $133M | $0 | $133M | 3 | 26 |
| Jan 2016 | $145M | $0 | $145M | 3 | 26 |
| Jun 2015 | $145M | $0 | $145M | 3 | 26 |
| Apr 2015 | $145M | $0 | $145M | 3 | 26 |
| Mar 2015 | $145M | $0 | $145M | 3 | 26 |
| Mar 2014 | $140.2M | $0 | $140.2M | 2 | 26 |
| Mar 2013 | $115.7M | $0 | $115.7M | 2 | 26 |
| Mar 2012 | $104M | $0 | $104M | 1 | 26 |
| Feb 2011 | $94.9M | $0 | $94.9M | 5 | -- |
| Jan 2010 | $61.8M | $0 | $61.8M | 5 | -- |
| Sep 2009 | $61.8M | $0 | $61.8M | 5 | -- |
| Jul 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$453.5M
Discretionary$0
Non-Disc.$453.5M
Employees3
Clients0
DateMar 2024
Total AUM$342.6M
Discretionary$0
Non-Disc.$342.6M
Employees3
Clients0
DateNov 2023
Total AUM$264.3M
Discretionary$0
Non-Disc.$264.3M
Employees3
Clients0
DateNov 2023
Total AUM$264.3M
Discretionary$0
Non-Disc.$264.3M
Employees3
Clients0
DateMar 2023
Total AUM$264.3M
Discretionary$0
Non-Disc.$264.3M
Employees3
Clients0
DateFeb 2023
Total AUM$308M
Discretionary$0
Non-Disc.$308M
Employees3
Clients0
DateMar 2022
Total AUM$308M
Discretionary$0
Non-Disc.$308M
Employees3
Clients0
DateMar 2021
Total AUM$280.3M
Discretionary$0
Non-Disc.$280.3M
Employees3
Clients0
DateJun 2020
Total AUM$249.1M
Discretionary$0
Non-Disc.$249.1M
Employees3
Clients0
DateMar 2020
Total AUM$249.1M
Discretionary$0
Non-Disc.$249.1M
Employees3
Clients0
DateMar 2019
Total AUM$192.6M
Discretionary$0
Non-Disc.$192.6M
Employees3
Clients0
DateMar 2018
Total AUM$192.5M
Discretionary$0
Non-Disc.$192.5M
Employees3
Clients17
DateMar 2018
Total AUM$192.5M
Discretionary$0
Non-Disc.$192.5M
Employees3
Clients17
DateMar 2017
Total AUM$145.2M
Discretionary$0
Non-Disc.$145.2M
Employees3
Clients26
DateMar 2016
Total AUM$133M
Discretionary$0
Non-Disc.$133M
Employees3
Clients26
DateJan 2016
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees3
Clients26
DateJun 2015
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees3
Clients26
DateApr 2015
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees3
Clients26
DateMar 2015
Total AUM$145M
Discretionary$0
Non-Disc.$145M
Employees3
Clients26
DateMar 2014
Total AUM$140.2M
Discretionary$0
Non-Disc.$140.2M
Employees2
Clients26
DateMar 2013
Total AUM$115.7M
Discretionary$0
Non-Disc.$115.7M
Employees2
Clients26
DateMar 2012
Total AUM$104M
Discretionary$0
Non-Disc.$104M
Employees1
Clients26
DateFeb 2011
Total AUM$94.9M
Discretionary$0
Non-Disc.$94.9M
Employees5
Clients--
DateJan 2010
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees5
Clients--
DateSep 2009
Total AUM$61.8M
Discretionary$0
Non-Disc.$61.8M
Employees5
Clients--
DateJul 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--