Fountainhead Advisors

EST. AUM
$1,019,956,144

CONTACTS
3

CLIENT ACCOUNTS
3,733

Firm Details

Metro area North Jersey
CRD Number 156185
Website fountainhead-advisors.com
Client types

Overview

Fountainhead Advisors, headquartered at 10 Independence Blvd., Suite 120, Warren, New Jersey, is an SEC-registered investment advisory firm operating under Fountainhead Capital Management. The firm emphasizes a client-first philosophy built on meaningful, personal relationships and lifelong partnerships. Led by Marc Rock, Managing Partner, Fountainhead Advisors was founded with the vision of creating a space where clients feel comfortable having authentic, holistic conversations about their finances and their lives. The firm approaches wealth management as more than just financial transactions—it is about understanding the client's unique story, values, aspirations, and legacy.

Platform Details

Investment Preferences

Alternative Activity