Spearhead Advisors, LLC

Spearhead Advisors, LLC (CRD# 316684) is a financial advisory firm headquartered in Newport Beach, CA. They manage $12,526,201 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
23 Corporate Plaza, Ste 150, Newport Beach, CA 92660
https://spearhead.investments/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $240,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Spearhead Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David Dardashti, financial advisor Newport Beach CA
David E. Dardashti
CRD#: 4958265
23 Corporate Plaza, Suite 150, Newport Beach, CA 92260

David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

2
Nicholas Pardini, financial advisor Newport Beach CA
Nicholas P. Pardini
CRD#: 5902562
23 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Nicholas Pardini (CRD# 5902562) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.

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