Spearhead Administrative Services, LLC

Spearhead Administrative Services, LLC (CRD# 319289) is a financial advisory firm headquartered in Greenville, DE. They manage $1,197,875,932 in 293 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3828 Kennett Pike, Suite 202, Greenville, DE 19807
http://www.linkedin.com/company/spearhead-administrative-services
By the Numbers
  • Total Assets Under Management
    1,198
    MILLION
  • Total Number of Accounts
    293
    ACCOUNTS
  • Average Account Value
    $4,088,314
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MA, NJ, PA

Financial Advisors at Spearhead Administrative Services, LLC
Showing 1 - 4 of 4 top financial advisors.
1
David Reynolds, financial advisor Greenville DE
David C. Reynolds
CRD#: 5169938
3828 Kennett Pike, Suite 202, Greenville, DE 19807

David Reynolds (CRD# 5169938) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has over 14 years of experience in the finance industry.

2
Patrick Walsh, financial advisor Greenville DE
Patrick E. Walsh
CRD#: 6802236
3828 Kennett Pike, Suite 202, Greenville, DE 19807

Patrick Walsh (CRD# 6802236) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has 1 year of experience in the finance industry.

3
Kenneth Foley, financial advisor Kennett Square PA
Kenneth E. Foley
CRD#: 2840109
Kennett Square, PA

Kenneth Foley (CRD# 2840109) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Kennett Square, PA and has over 12 years of experience in the finance industry.

4
Alyson Kest, financial advisor Greenville DE
Alyson R. Kest
CRD#: 3093693
3828 Kennett Pike, Suite 202, Greenville, DE 19807

Alyson Kest (CRD# 3093693) is an Investment Advisor Representative working at Spearhead Administrative Services, LLC in Greenville, DE and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals