RIA Intel›Advisers›North Carolina›FOUNTAIN FINANCIAL ASSOCIATES, INC.

FOUNTAIN FINANCIAL ASSOCIATES, INC.

Advisory

N·WILMINGTON, NC

Data as of Feb 3, 2020 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
0.0%
3-Year CAGR
+6.6%
Employees
5
Assets Under Management
Total AUM$405M
Discretionary AUM$405M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees5
Investment Advisers11
Employee Growth (1Y)—
Filing History
Total Filings on Record16
First FilingFeb 26, 2015
Latest FilingFeb 3, 2020
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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