Headinvest
Headinvest (CRD# 140518) is a financial advisory firm headquartered in Portland, ME. They manage $897,644,886 in 1,240 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management898MILLION
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Total Number of Accounts1,240ACCOUNTS
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Average Account Value$723,907
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CT, FL, LA, MA, ME, NC, NH, NY, TX
Kenneth Blaschke (CRD# 2603041) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 22 years of experience in the finance industry.
Corey Buzzell (CRD# 3275265) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 24 years of experience in the finance industry.
Benjamin Clark (CRD# 2663792) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 28 years of experience in the finance industry.
Carl Gercke (CRD# 2186285) is an Investment Advisor Representative working at Headinvest in Portland, ME and has 1 year of experience in the finance industry.
Donna McConnell (CRD# 2337529) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 29 years of experience in the finance industry.
Stephen Poulos (CRD# 2200533) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 32 years of experience in the finance industry.
Odette Thurston (CRD# 1325686) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 39 years of experience in the finance industry.
Robert Whitehead (CRD# 824633) is an Investment Advisor Representative working at Headinvest in Portland, ME and has over 35 years of experience in the finance industry.