Apple Valley, MN Office

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Fountain Financial Group, Inc. logo

Fountain Financial Group, Inc.

Supported

Firm-wide stats for Fountain Financial Group, Inc.

Total advisors

3

Across 2 offices

Clients per advisor

21 Low

Avg AUM per client

$592,188 Low

HNW client ratio

9% Low

About

Fountain Financial Group, with approximately $38.1 million in assets under management and three advisors, serves individuals (including high‑net‑worth clients), charitable organizations, and other financial professionals. The firm offers discretionary asset management, financial planning and consulting, oversight of variable annuity and universal life products, "assets held away" consulting, and educational instruction and model allocation guidance for other advisors.

The firm’s investment process combines fundamental and charting analysis and supports a range of strategies — from long‑ and short‑term holdings to options strategies — implemented under discretionary authority and reviewed at least quarterly. FFG may recommend or engage third‑party money managers and, in certain strategies, incorporate proprietary trading signals from an external signal provider while monitoring managers and client accounts for continued suitability.

FFG is distinctive among peers for its regular public and professional seminars and workshops and for contracting educational instruction and model allocation guidance to unaffiliated registered representatives, services that are less commonly offered by firms its size. The firm also maintains an affiliated insurance and precious‑metals business and receives referral/incentive arrangements from certain third‑party managers, relationships the firm discloses and manages through procedures to address potential conflicts of interest.

Based on Fountain Financial Group, Inc.

Expertise

Equity compensation tax strategy Active portfolio management Options & derivatives strategies

Based on Fountain Financial Group, Inc.

Location

Apple Valley MN

Advisors at this office

1

View complete list of advisors at this office
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