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Timothy Paul Troutman

SPEARHEAD CAPITAL ADVISORS, LLC·WELLINGTON, Florida
Unclaimed Profile
12012 SOUTH SHORE BLVD, WELLINGTON, FL 33414CRD# 3146811Firm CRD# 161131
01

About

Timothy Paul Troutman is a registered financial advisor based in WELLINGTON, Florida, affiliated with SPEARHEAD CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SPEARHEAD CAPITAL ADVISORS, LLC
SPEARHEAD CAPITAL ADVISORS, LLC
AUM
$1.9B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at SPEARHEAD CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 3146811
Firm CRD# 161131
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Paul Troutman offer?
Timothy Paul Troutman specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in WELLINGTON, Florida for a consultation.
What are Timothy Paul Troutman's credentials?
Timothy Paul Troutman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Paul Troutman located?
Timothy Paul Troutman is based in WELLINGTON, Florida, working with SPEARHEAD CAPITAL ADVISORS, LLC. Their office serves clients in the WELLINGTON metropolitan area and surrounding communities.
How does Timothy Paul Troutman charge for services?
Timothy Paul Troutman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SPEARHEAD CAPITAL ADVISORS, LLC?
SPEARHEAD CAPITAL ADVISORS, LLC has approximately 27 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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