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Building 2SPEARHEAD CAPITAL ADVISORS, LLC

Map pinWELLINGTON, FL
Phone561-801-7302
NotebookSEC #801-108482
Total AUM
$1.9B
Employees
27
Clients
118

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12012 SOUTH SHORE BLVD
SUITE #112
WELLINGTON
FL 33414
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
561-801-7302
Other Offices
8

ReceiptFinancials

Total AUM
$1.9B
Accounts
567
Discretionary
$1.5B
Accounts
466
Non-Discretionary
$356.7M
Accounts
101

ContactClients

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Individual Clients
43
AUM
$24.4M
HNW Individual Clients
57
AUM
$1.3B
Pooled Vehicle Clients
6
AUM
$185.1M
Charitable Organization Clients
3
AUM
$1.3M
Insurance Company Clients
6
AUM
$341M
Corporation or Business Clients
3
AUM
$32.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACTFLILMANHNJNVNYPATX

HandshakeAffiliates

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Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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