FOUNTAINHEAD AM, LLC
CRD #289000 SEC #801-110874 WARREN, NJ 732-346-1900
SEC Registered
Total AUM
$964.5M
Discretionary
$964.5M
Employees
8
Clients
--
Accounts
3,471
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $964.5M | $964.5M | $0 | 8 | 0 |
| Mar 2024 | $739.2M | $739.2M | $0 | 6 | 0 |
| Mar 2023 | $515.8M | $515.8M | $0 | 8 | 0 |
| Mar 2022 | $510.5M | $510.5M | $0 | 6 | 0 |
| Mar 2021 | $347.5M | $347.5M | $0 | 3 | 0 |
| Mar 2020 | $257.3M | $257.3M | $0 | 3 | 0 |
| Feb 2020 | $182.2M | $182.2M | $0 | 3 | 0 |
| Jul 2019 | $182.2M | $182.2M | $0 | 3 | 0 |
| Mar 2019 | $182.2M | $182.2M | $0 | 3 | 0 |
| Mar 2018 | $112M | $112M | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jul 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
DateMar 2025
Total AUM$964.5M
Discretionary$964.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$739.2M
Discretionary$739.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$515.8M
Discretionary$515.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$510.5M
Discretionary$510.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$347.5M
Discretionary$347.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$257.3M
Discretionary$257.3M
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$182.2M
Discretionary$182.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$112M
Discretionary$112M
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0