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Matthew Steinhausen Rowe

HEADWATERS SOLUTIONS LP·SAUSALITO, California
SIE, Series 7TO, Series 56, Series 63Clean recordHEADWATERS SOLUTIONS LP
30 LIBERTY SHIP WAY, SAUSALITO, CA 94965CRD# 4329814Firm CRD# 289831

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Steinhausen Rowe · SAUSALITO, CA
Registration
CRD #4329814 · HEADWATERS SOLUTIONS LP
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 56
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
HEADWATERS SOLUTIONS LP
CRD 289831 · SEC 801-116744
AUM
$170M
Regulatory assets under management
Employees
2
3 client accounts
Services offered by HEADWATERS SOLUTIONS LP
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at HEADWATERS SOLUTIONS LP →
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04

Frequently Asked Questions

What services does Matthew Steinhausen Rowe offer?
Matthew Steinhausen Rowe specializes in Investment Management. Contact their office in SAUSALITO, California for a consultation.
What are Matthew Steinhausen Rowe's credentials?
Matthew Steinhausen Rowe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Steinhausen Rowe located?
Matthew Steinhausen Rowe is based in SAUSALITO, California, working with HEADWATERS SOLUTIONS LP. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Matthew Steinhausen Rowe charge for services?
Matthew Steinhausen Rowe's firm is compensated through percentage of aum, other: initial setup fee and minimum annual management fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HEADWATERS SOLUTIONS LP?
HEADWATERS SOLUTIONS LP has approximately 2 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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