Overview
Assets Under Management: $970 million
Headquarters: PORTLAND, ME
High-Net-Worth Clients: 267
Average Client Assets: $3 million
Frequently Asked Questions
HEADINVEST, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140518), HEADINVEST, LLC is subject to fiduciary duty under federal law.
HEADINVEST, LLC is headquartered in PORTLAND, ME.
HEADINVEST, LLC serves 267 high-net-worth clients according to their SEC filing dated June 18, 2025. View client details ↓
According to their SEC Form ADV, HEADINVEST, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HEADINVEST, LLC manages $970 million in client assets according to their SEC filing dated June 18, 2025.
According to their SEC Form ADV, HEADINVEST, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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