FOUNTAINHEAD CAPITAL MANAGEMENT, LLC of WARREN, NJ is an SEC-registered investment adviser (CRD 156185). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Joseph Halpern | MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | New York, NY |
| Marc Bruce Rock | MEMBER AND MANAGING PARTNER | — |
| Scott Harris Silver | MEMBER AND CHIEF FINANCIAL STRATEGIST | — |
| Keri Robyn Kutakoff | CHIEF OPERATING OFFICER | — |
| SILVER CHARLES HARRIS | MEMBER AND CHIEF FINANCIAL STRATEGIST; MEMBER & CHIEF FINANCIAL STRATEGIST; OWNER | — |
| BUCHSBAUM DANIEL LAWRENCE | CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; MEMBER | — |
| ROCK MARC BRUCE | MANAGING PARTNER; MEMBER AND MANAGING PARTNER | — |
| KLOTZ ROBERT | MEMBER & CHIEF OPERATING OFFICER; OWNER | — |
| LIPMAN DAVID A | OWNER | — |
| HALPERN JOSEPH | CHIEF COMPLIANCE OFFICER; MEMBER, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| RENSHAW ROBERT PHILIP | CHIEF COMPLIANCE OFFICER AND SR. FINANCIAL STRATEGIST; CHIEF COMPLIANCE OFFICER & SR. FINANCIAL STRATEGIST | — |
| KLOTZ ROBERT NMN | MEMBER & CHIEF OPERATING OFFICER | — |
| KUTAKOFF KERI ROBYN | CHIEF OPERATING OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN RAMON | CA | 4 | 925-659-8800 |
| SAN RAMON | CA | 4 | 925-659-8800 |
| NEW YORK | NY | 1 | 917-403-2622 |
| NEW YORK | NY | 1 | 917-403-2622 |