Overview
Assets Under Management: $466 million
Headquarters: MCMINNVILLE, OR
High-Net-Worth Clients: 172
Average Client Assets: $1 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 172
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.94
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,437
Discretionary Accounts: 1,352
Non-Discretionary Accounts: 85
Regulatory Filings
CRD Number: 133009
Last Filing Date: 2025-02-03 00:00:00
Website: https://headwater-ic.com