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Home > Retirement Planners > oregon > mcminnville > HEADWATER INVESTMENT CONSULTING,INC.
HEADWATER INVESTMENT CONSULTING,INC.
408 Se 1st St.
Mcminnville, Oregon 97128
Tel: 503-565-2100
About HEADWATER INVESTMENT CONSULTING,INC.
HEADWATER INVESTMENT CONSULTING,INC, formally registered with the SEC as HEADWATER INVESTMENT CONSULTING,INC. The firm was established in 11/29/2005. They have over 1 offices throughout the country.
HEADWATER INVESTMENT CONSULTING,INC. is a Mcminnville, Oregon based Financial Planning firm with nearly $466,280,000 assets under management, offering retirement planning & investment advisory services to 1437 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 133009 |
| SEC# | 801-64965 |
| Assets Managed by Firm | $466,280,000 |
| No. of Clients | 1437 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1437 | $466,280,000 |
| Individuals (other than high net worth individuals) | 342 | $175,778,000 |
| High net worth individuals | 172 | $242,200,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $202,000 |
| Charitable organizations | 38 | $36,864,000 |
| Corporations or other businesses | 18 | $11,236,000 |
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