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Building 2SPEARHEAD ADMINISTRATIVE SERVICES, LLC

Map pinGREENVILLE, DE
Phone855-615-5318
NotebookSEC #801-123610
Total AUM
$3.8B
Employees
9
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3828 KENNETT PIKE
SUITE 202
GREENVILLE
DE 19807
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
855-615-5318
Other Offices
3

ReceiptFinancials

Total AUM
$3.8B
Accounts
813
Discretionary
$3.8B
Accounts
813
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
22
AUM
$1.6B
Insurance Company Clients
6
AUM
$2.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFLMANJPA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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