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FIRM PROFILE
Overview
FONTINALIS PARTNERS, LLC is located at One Woodward Avenue Suite 1600, Detroit, MI 48226. FONTINALIS PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FONTINALIS PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. FONTINALIS PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FONTINALIS PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FONTINALIS PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FONTINALIS PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for FONTINALIS PARTNERS, LLC Comes From
Understanding the Statistics for FONTINALIS PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
One Woodward Avenue Suite 1600, Detroit, MI 48226
(313) 202-3370
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| BOOTH AMERICAN COMPANY | MEMBER | 06/2009 | |
| FPI, LLC | MEMBER | 06/2009 | |
| M.A. SCHULZ & ASSOCIATES, LLC | MEMBER | 06/2009 | |
| BOOTH, RALPH, HARMAN | RETIRED MANAGING PARTNER | 06/2009 | 833939 |
| PETTERLE, LAURA, ANNE | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER & MANAGING PARTNER | 06/2009 | 6028452 |
| CHEEVER, CHRISTOPHER, WELLES | MANAGING PARTNER | 06/2023 | 4563687 |
| STALLMAN, CHRISTOPHER, TAYLOR | MANAGING PARTNER | 06/2023 | 7884662 |
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Advisor's working at FONTINALIS PARTNERS, LLC
Nilay Eda Barefield
Annelyn Alita Lanuza
David Brandon Given
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