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).
-
Total Assets Under Management397MILLION
-
Total Number of Accounts1,292ACCOUNTS
-
Average Account Value$307,081
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, OR, WA
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.
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.
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.
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.
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.