CRD: 123364
Fountain Financial Group, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-1995
- Office Locations
- 2
Office Locations
About Fountain Financial Group, Inc.
Fountain Financial Group (Fountain Hills, AZ) provides holistic financial planning and asset management for retirees and entrepreneurs, integrating tax strategies with estate and retirement planning. Investment planning focuses on personalized, diversified portfolios with a long-term approach, often using ETFs and mutual funds. A differentiator is its faith-oriented legacy and charitable-giving emphasis for family, church, and charities. Custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK DENNIS JOHNSON
Chief Compliance Officer, Owner, President
- CRD
- #1172430
- Ownership
- 50% but less than 75%
MARY GERTRUDE JOHNSON
Advisor, Secretary, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
HAROLD WILLIAM WALPOLE
--
- CRD
- #2674811
ROBERT WILLIAM WARD
Financial Advisor, General Partner
- CRD
- #4324025
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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