HEADWATER INVESTMENT CONSULTING,INC.
Mcminnville, Oregon
Headwater Investment Consulting, Inc. is a reputable investment advisory firm headquartered in McMinnville, Oregon. With a strong presence in the local market, the company operates from a single office and serves a diverse range of clients. Comprising a dedicated team of six professionals, Headwater Investment Consulting, Inc. specializes in providing comprehensive investment advisory services, with five of its employees specifically focused on this area. With an average of $63,890,000 in assets under management per investment advisor, Headwater Investment Consulting, Inc. maintains a solid standing within the industry. Their com...
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Assets Under Mgmt

$319.47M

Investment Professionals

5

Locations

0

% 401K & Individual

36%

% Discretionary

94%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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