FOUNTAINHEAD RETIREMENT SERVICES

FOUNTAINHEAD RETIREMENT SERVICES LLC Legal Name

Adviser information for FOUNTAINHEAD RETIREMENT SERVICES last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	4
Investment Advisory/Research	4
Registered Broker-Dealer Representatives	1
Registered State Investment Advisers	4
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	16
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting servicesNON-FIDUCIARY SERVICES FOR SPONSORS OF ERISA PLANS
Compensation	Hourly chargesFixed fees

Identifiers

SEC RIA File Number	801-117381
SEC ERA File Number	801-117381
SEC CIK Numbers	None
SEC CRD Numbers	305196
Legal Entity Identifier	None

Principal Office

10 INDEPENDENCE BLVD
WARREN
NJ
United States

Monday - Friday, 9:00

Tel: 732-346-1900, Fax: 732-395-7125

Chief Compliance Officer

JOSEPH HALPERN

MANAGER

10 INDEPENDENCE BLVD

WARREN

United States

Tel: 732-346-1900

Fax: 732-395-7125

J**@************************M

(Full email address available in API data)

Regulatory Contact

ROBERT KLOTZ

COO