Headwaters Investment Counsel, LLC

Headwaters Investment Counsel, LLC (CRD# 107958) is a financial advisory firm headquartered in Kirtland, OH. They manage $34,666,251 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $380,948
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

OH

Financial Advisors at Headwaters Investment Counsel, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David M. Case
CRD#: 4841067
Kirtland, OH
93
Wealthminder
score

David Case (CRD# 4841067) is an Investment Advisor Representative working at Headwaters Investment Counsel, LLC in Kirtland, OH and has over 12 years of experience in the finance industry.

2
Latham W. Murfey
CRD#: 841949
10409 Wisner Road, Bldg A, Kirtland, OH 44094
90
Wealthminder
score

Latham Murfey (CRD# 841949) is an Investment Advisor Representative working at Headwaters Investment Counsel, LLC in Kirtland, OH and has 1 year of experience in the finance industry.

3
William H. Murfey
CRD#: 6570794
Kirtland, OH
87
Wealthminder
score

William Murfey (CRD# 6570794) is an Investment Advisor Representative working at Headwaters Investment Counsel, LLC in Kirtland, OH and has 1 year of experience in the finance industry.

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