Overview
Assets Under Management: $970 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 267
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 267
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.57
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,232
Discretionary Accounts: 1,232
Regulatory Filings
CRD Number: 140518
Filing ID: 1997798
Last Filing Date: 2025-06-18 15:41:00
Website: https://headinvest.com