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FOUNTAINHEAD FIDUCIARY, LLC
CRD 305658
14532 SOLOMONS ISLAND ROAD SOUTH, SUITE 102, SOLOMONS, MD, MD, 20688, United States
Phone
(703) 455-7550
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.5M
Discretionary AUM
$12.5M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.2M |
| High net worth individuals | 22 | $9.1M |
| Charitable organizations | 1 | $136K |
All web addresses on file
Official SEC filing: View on IAPD