Headwater Investment Consulting,inc.

Headwater Investment Consulting,inc. (CRD# 133009) is a financial advisory firm headquartered in Mcminnville, OR. They manage $396,748,000 in 1,292 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    397
    MILLION
  • Total Number of Accounts
    1,292
    ACCOUNTS
  • Average Account Value
    $307,081
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
The map below shows states where this firm has explicit registration only.

CA, CO, OR, WA

Financial Advisors at Headwater Investment Consulting,inc.
Showing 1 - 5 of 5 top financial advisors.
1
Kevin W. Chambers
CRD#: 6269021
408 Se 1st St., Mcminnville, OR 97128

Kevin Chambers (CRD# 6269021) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has over 10 years of experience in the finance industry.

2
Scott W. Chambers
CRD#: 4873496
408 Se 1st St., Mcminnville, OR 97128

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.

3
Thomas J. Sherwood
CRD#: 5821112
408 Se 1st St., Mcminnville, OR 97128

Thomas Sherwood (CRD# 5821112) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has over 13 years of experience in the finance industry.

4
Matthew J. Dressel
CRD#: 7473076
408 Se 1st St., Mcminnville, OR 97128

Matthew Dressel (CRD# 7473076) is an Investment Advisor Representative working at Headwater Investment Consulting,inc. in Mcminnville, OR and has 1 year of experience in the finance industry.

5
Janet M. Sasaki
CRD#: 7473059
408 Se 1st St., Mcminnville, OR 97128

Janet Sasaki (CRD# 7473059) 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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