Spearhead Advisors, LLC

Spearhead Advisors, LLC (CRD# 316684) is a financial advisory firm headquartered in Newport Beach, CA. They manage $12,526,201 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

23 Corporate Plaza, Ste 150, Newport Beach, CA 92660

https://spearhead.investments/

By the Numbers

Total Assets Under Management

13

MILLION
Total Number of Accounts

52

ACCOUNTS
Average Account Value

$240,888

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Spearhead Advisors, LLC

Showing 1 - 2 of 2 top financial advisors.

David E. Dardashti

CRD#: 4958265

23 Corporate Plaza, Suite 150, Newport Beach, CA 92260

David Dardashti (CRD# 4958265) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

Nicholas P. Pardini

CRD#: 5902562

23 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Nicholas Pardini (CRD# 5902562) is an Investment Advisor Representative working at Spearhead Advisors, LLC in Newport Beach, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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