HEADINVEST

7 Custom House St
4th Floor
Portland, Maine 04101-4194
Tel: 207-773-5333

About HEADINVEST

HEADINVEST, formally registered with the SEC as HEADINVEST. The firm was established in 06/08/2006. They have over 1 offices throughout the country.

HEADINVEST is a Portland, Maine based Financial Planning firm with nearly $897,644,886 assets under management, offering retirement planning & investment advisory services to 1240 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140518
SEC#	801-66773
Assets Managed by Firm	$897,644,886
No. of Clients	1240
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1240	$897,644,886
Individuals (other than high net worth individuals)	130	$45,034,589
High net worth individuals	263	$770,279,111
Pension and profit sharing plans	1	$5,453,626
Charitable organizations	23	$66,508,432
Corporations or other businesses	2	$6,931,098

More Retirement Planning firms in Portland, Maine:

Firm Name	Assets Under Management	Total Clients	Total Advisors
H.M. PAYSON One Portland Square 5th Floor Portland, ME, 04101	$6,955,171,652	4017	33
R M DAVIS INC 24 City Center Portland, ME, 04101-4069	$6,315,757,763	5680	57
GREENBACKER CAPITAL MANAGEMENT LLC 30 Danforth Street, Suite 206 Portland, ME, 04101	$3,800,000,000	7	200
MEANS WEALTH MANAGEMENT 802 Stillwater Ave. Bangor, ME, 04401-3614	$976,990,954	3038	21
PORTLAND GLOBAL ADVISORS LLC 217 Commercial St, Suite 400 Portland, ME, 04101	$894,628,115	813	11

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