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RIA · CRD 133009SEC-Registered

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Headwater Investment Consulting

Headwater Investment Consulting, Inc. is an SEC-registered investment adviser in McMinnville, OR, registered since 2005. The firm manages $543 million in...

Overview

Headwater Investment Consulting, Inc. is an SEC-registered investment adviser in McMinnville, OR, registered since 2005. The firm manages $543 million in assets, with $524 million managed on a discretionary basis. It employs 7 staff and 5 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Headwater Investment Consulting?

The firm has not disclosed any principals, investment committee members, or key decision-makers in public filings, its website, or professional networks. The corporate registration provides no named officers or directors.

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