Kenneth
Foley

Spearhead Administrative Services, LLC

CRD#2840109
Investment Advisor
in Kennett Square, PA

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About this Advisor

Kenneth Foley is a financial advisor based in Kennett Square, Pennsylvania, working with Spearhead Administrative Services, LLC. Kenneth has previously held positions at Lombard International, Lombard International Distribution Company, The Leaders Group, Inc, Spearhead Capital, LLC, Spearhead Capital Advisors, and Spearhead Administrative Services, LLC. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Delaware and Pennsylvania. Currently, Kenneth is part of Spearhead Administrative Services, LLC, which operates out of Kennett Square, Pennsylvania. The firm has 3 offices and 9 employees. The firm manages assets totaling $1.2 billion and offers services including portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Spearhead Administrative Services, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

Kennett Square, PA

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Spearhead Administrative Services, LLC Brokerage Details

Total Assets Under Management

$1,215,303,747

PA Average: $20,326,190,483
Total Number of Employees

9

PA Average: 53
Total Number of Accounts

293

PA Average: 624
Average Account Size

$4,147,794

PA Average: $32,574,023

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Kenneth Foley Work History

2022 - Present (2 years)

The Leaders Group, Inc

2022 - Present (2 years)

Spearhead Administrative Services, LLC

2019 - 2022 (3 years)

Spearhead Capital, LLC

2019 - 2022 (3 years)

Spearhead Capital Advisors

2010 - 2018 (8 years)

Lombard International Distribution Company

2001 - 2018 (17 years)

Lombard International

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

Alyson Kest
Wilmington, DE
David Reynolds
Wilmington, DE
Patrick Walsh
Wilmington, DE
Christopher Kentimenos
Wilmington, DE
Kenneth Foley
Kennett Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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