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SPEARHEAD ADMINISTRATIVE SERVICES, LLC
SPEARHEAD ADMINISTRATIVE SERVICES, LLC
GREENVILLE, Delaware
·
8 registered advisors
·
CRD# 319289
SEC# 801-123610
3
855-615-5318
01
Firm Overview
AUM
$1.2B
Regulatory assets under management
Employees
9
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at SPEARHEAD ADMINISTRATIVE SERVICES, LLC
8 registered advisors
Alyson Renee Kest
GREENVILLE, Delaware
CRD# 3093693
Colleen Shapiro
GREENVILLE, Delaware
CRD# 6013658
Gary L Shapiro
GREENVILLE, Delaware
CRD# 1924157
Jarrett Todd Bostwick
GREENVILLE, Delaware
CRD# 4651736
Kenneth Eugene Foley
GREENVILLE, Delaware
CRD# 2840109
Patrick Edward Walsh
GREENVILLE, Delaware
CRD# 6802236
Todd Matthew Walters
GREENVILLE, Delaware
CRD# 4823763
Tracey Anne Walters
GREENVILLE, Delaware
CRD# 2963245
05
Office Locations
GREENVILLE, Delaware
8 advisors
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Data sourced from SEC Form ADV filings. SPEARHEAD ADMINISTRATIVE SERVICES, LLC (CRD# 319289) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.