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Jarrett Todd Bostwick

SPEARHEAD ADMINISTRATIVE SERVICES, LLC·GREENVILLE, Delaware
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3828 KENNETT PIKE, GREENVILLE, DE 19807CRD# 4651736Firm CRD# 319289
01

About

Jarrett Todd Bostwick is a registered financial advisor based in GREENVILLE, Delaware, affiliated with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4651736
Firm CRD# 319289
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jarrett Todd Bostwick offer?
Jarrett Todd Bostwick specializes in Retirement Planning, Wealth Management. Contact their office in GREENVILLE, Delaware for a consultation.
What are Jarrett Todd Bostwick's credentials?
Jarrett Todd Bostwick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jarrett Todd Bostwick located?
Jarrett Todd Bostwick is based in GREENVILLE, Delaware, working with SPEARHEAD ADMINISTRATIVE SERVICES, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Jarrett Todd Bostwick charge for services?
Jarrett Todd Bostwick's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPEARHEAD ADMINISTRATIVE SERVICES, LLC?
SPEARHEAD ADMINISTRATIVE SERVICES, LLC has approximately 9 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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