Overview
Assets Under Management: $466 million
Headquarters: MCMINNVILLE, OR
High-Net-Worth Clients: 172
Average Client Assets: $1 million
Frequently Asked Questions
HEADWATER INVESTMENT CONSULTING,INC. 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 #133009), HEADWATER INVESTMENT CONSULTING,INC. is subject to fiduciary duty under federal law.
HEADWATER INVESTMENT CONSULTING,INC. is headquartered in MCMINNVILLE, OR.
HEADWATER INVESTMENT CONSULTING,INC. serves 172 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, HEADWATER INVESTMENT CONSULTING,INC. offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
HEADWATER INVESTMENT CONSULTING,INC. manages $466 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, HEADWATER INVESTMENT CONSULTING,INC. serves high-net-worth individuals and institutional clients. View client details ↓
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