Spearhead Capital Advisors LLC
Legal Name: SPEARHEAD CAPITAL ADVISORS, LLC
Full Contact Details
Spearhead Capital Advisors LLC
12012 SOUTH SHORE BLVD, SUITE #112, WELLINGTON, FL
561-801-7302
561-948-1994
Other Info
Spearhead Capital Advisors LLC is a registered FL Limited Liability Company that serves a small clientele of three companies with expertise from nine advisors. With a stable employee base of 14 individuals, this firm has been approved by the SEC as of October 21, 2016 after meeting all the necessary registration requirements.
Bostwick Walters Group - Rockefeller Capital Management
our mission is to serve you and your family. We are confidantes, counselors and navigators, dedicated to managing the complexities of family and wealth.
Direct Owners
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JARRETT TODD BOSTWICK
GENERAL COUNSEL AND ELECTED MANAGER owns less than 5%
-
MICHAEL THOMAS RASMUSSEN
CHIEF COMPLIANCE OFFICER owns less than 5%
-
SPEARHEAD STRATEGIC PARTNERS, LLC
OWNER owns 75% or more
-
TIMOTHY PAUL TROUTMAN
COO owns less than 5%
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TODD MATTHEW WALTERS
CEO, CIO AND ELECTED MANAGER owns less than 5%
Indirect Owners
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ABSTRUM PARTNERS, LLC
OWNER owns more than 25% but less than 50%
-
COLLEEN SHAPIRO
OWNER owns more than 50% but less than 75%
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FIELDSTONE II, LLC
OWNER owns more than 25% but less than 50%
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GARY L SHAPIRO
MANAGING MEMBER owns more than 50% but less than 75%
-
NEW VERNON FINANCIAL, LLC
OWNER owns more than 25% but less than 50%
-
TRACEY ANNE WALTERS
OWNER owns more than 50% but less than 75%
Marketers
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SPEARHEAD CAPITAL, LLC
United States
Firms Located Nearby
- Grass River Capital Partners LLC
- Saltmarsh Financial Advisors LLC
- Mandarinfish Management LLC
- Gables Capital Management Inc
- XP Private Inc
- Southocean Capital Partners LLC
- Encore Housing Opportunity Fund Investment Manager LLC
- Heritage Equity Management LLC
- RLC Business Services Inc
- SEA Hunter Capital LLC
Top Holdings
- ISHARES TR CORE S&P SCP ETF $23,284k
- VANGUARD INDEX FDS MID CAP ETF $14,192k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $13,791k
- VANGUARD INDEX FDS MCAP GR IDXVIP $10,973k
- VANGUARD INDEX FDS SML CP GRW ETF $10,771k
- VANGUARD INDEX FDS MCAP VL IDXVIP $10,228k
- VANGUARD INDEX FDS SM CP VAL ETF $9,901k
- MICROSOFT CORP $8,254k
- Facebook Inc $8,242k
- ADP $7,961k