Headwater Investment Consulting,inc.

Headwater Investment Consulting,inc. (CRD# 133009) is a financial advisory firm headquartered in Mcminnville, OR. They manage $166,681,802 in 604 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    167
    MILLION
  • Total Number of Accounts
    604
    ACCOUNTS
  • Average Account Value
    $275,963
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, OR

Financial Advisors at Headwater Investment Consulting,inc.
Showing 1 - 3 of 3 top financial advisors.
1
Thomas J. Sherwood
CRD#: 5821112
408 Se 1st St., Mcminnville, OR 97128
93
Wealthminder
score

Thomas Sherwood (CRD# 5821112) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has over 6 years of experience in the finance industry.

2
Kevin W. Chambers
CRD#: 6269021
408 Se 1st St., Mcminnville, OR 97128
89
Wealthminder
score

Kevin Chambers (CRD# 6269021) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has over 2 years of experience in the finance industry.

3
Scott W. Chambers
CRD#: 4873496
408 Se 1st St., Mcminnville, OR 97128
87
Wealthminder
score

Scott Chambers (CRD# 4873496) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has 1 year of experience in the finance industry.

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