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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- PeakPrime
- Established Date
- 11-29-2021
- Office Locations
- 1
Office Locations
About Fountain Square Asset Management
Fountain Square Asset Management provides holistic financial planning and investment guidance, coordinating retirement planning, cash-flow and risk management, debt management, and estate strategy. The team works with first-time investors, working professionals, retirement-focused clients, and small business owners, tailoring strategies to individual goals. Portfolios emphasize asset allocation and portfolio construction using ETFs and mutual funds, with custody through Pershing.
Team overview
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Owner & Executives
Michael Anthony Livingston
Managing Partner
- CRD
- #2918839
- Ownership
- 75% or more
THOMAS WILLIAM EISENZIMMER
President
- CRD
- #1040633
- Ownership
- Less than 5%
Frontier peak
Ridge crest
- CRD
- #28444
- Ownership
- 45.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,460,347 | $342,357 |
| Non-Discretionary | $1,248,110 | $624,055 |
| Total | $233,708,457 | $343,184 |
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Separately Managed Accounts
Total SMA Asset: $233,708,457
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $901,414,067 | 33.5% |
| Public Funds | $731,894,406 | 27.2% |
| Cash | $1,057,479,786 | 39.3% |
| Total | $2,690,788,259 | 100.0% |