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FOUNTAIN FINANCIAL GROUP, INC.
CRD 123364
16921 E PALISADES BLVD, SUITE 105, FOUNTAIN HILLS, AZ, 85268, United States
Phone
480-837-5971
Fax
480-837-8973
Registration
— (—)
Source
State registered
Total AUM
$38.1M
Discretionary AUM
$38.1M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $28.4M |
| High net worth individuals | 6 | $9.5M |
| Charitable organizations | 3 | $200K |
All web addresses on file
Official SEC filing: View on IAPD