Kenneth
Foley
Spearhead Administrative Services, LLC
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About this Advisor
Kenneth Foley is a financial advisor working in Kennett Square, Pennsylvania with 1 year of relevant experience. Foley is an advisor for Spearhead Administrative Services, LLC. Throughout their career, they have worked at Lombard International, Lombard International Distribution Company, Spearhead Capital, LLC, Spearhead Capital Advisors, Spearhead Administrative Services, LLC and The Leaders Group, Inc. Foley has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Delaware and Pennsylvania. Spearhead Administrative Services, LLC is a financial advisory company operating out of Wilmington, DE. The investment advisory business has offices in three locations and a total of seven people on staff. It manages $567 million in assets under management among its 189 accounts, placing it among the larger firms in the United States by assets under management. The business provides a set of services, including portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on the financial services provided. However, fees billed by Spearhead Administrative Services, LLC can consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Spearhead Administrative Services, LLC Brokerage Details
$566,561,835
7
189
$2,997,682
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Kenneth Foley Work History
Kenneth has been registered as a financial advisor for 1 years.*
Spearhead Administrative Services, LLC
The Leaders Group, Inc
Spearhead Capital, LLC
Spearhead Capital Advisors
Lombard International Distribution Company
Lombard International
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Foley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Spearhead Administrative Services, LLC
Wilmington, DE
Wilmington, DE
Wilmington, DE
Wilmington, DE
Kennett Square, PA
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