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Fountainhead Financial, LLC

Headquartered in CHICAGO, IL

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Firm Information

Fountainhead Financial, LLC is a Chicago, Illinois-based registered investment advisor with 342,550,898 in regulatory assets under management. They offer financial planning, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals, with 68 clients and $317,550,898 in assets under management, as well as individuals other than high-net-worth, with 27 clients and $25,000,000 in assets under management. The firm has 1 licensed agent and 2 investment advisor representatives.

Fountainhead Financial, LLC

515 NORTH STATE

CHICAGO, IL 60654

$342.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

FOUNTAINHEAD FINANCIAL, LLC has a total of 1 branch locations across the country.
location

CHICAGO, IL

Advisors at Fountainhead Financial, LLC

View All 2 Advisors
Unclaimed
Dominick Joseph Vetrano

CFP®, CFC®, CFA®, RA

CHICAGO, IL

View Profile
Unclaimed
Kevin Eugene Wozniak

CFP®, RA

CHICAGO, IL

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Disclosures

There are no public disclosures for Fountainhead Financial, LLC.

Frequently Asked Questions (9)

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