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SPEARHEAD ADMINISTRATIVE SERVICES, LLC
3828 Kennett Pike
Suite 202
Greenville, Delaware 19807
Tel: 855-615-5318
About SPEARHEAD ADMINISTRATIVE SERVICES, LLC
SPEARHEAD ADMINISTRATIVE SERVICES, LLC, formally registered with the SEC as SPEARHEAD ADMINISTRATIVE SERVICES, LLC. The firm was established in 04/01/2022. They have over 4 offices throughout the country.
SPEARHEAD ADMINISTRATIVE SERVICES, LLC is a Greenville, Delaware based Financial Planning firm with nearly $1,215,303,747 assets under management, offering retirement planning & investment advisory services to 293 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 319289 |
| SEC# | 801-123610 |
| Assets Managed by Firm | $1,215,303,747 |
| No. of Clients | 293 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 293 | $1,215,303,747 |
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