HEADINVEST, LLC

HEADINVEST
PORTLAND, Maine·9 registered advisors·CRD# 140518
SEC# 801-667730207-773-5333
01

Firm Overview

AUM
$898M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
9
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HEADINVEST, LLC

9 registered advisors
Ann Marie Mohammad
PORTLAND, Maine
Benjamin Hilliard Clark
PORTLAND, Maine
Carl Givens Gercke
PORTLAND, Maine
Donna Dubois Mcconnell
PORTLAND, Maine
Jennifer Enid Mogavero
PORTLAND, Maine
Kenneth Andrew Blaschke
PORTLAND, Maine
Robert Schofield Whitehead
PORTLAND, Maine
Stephen Daniel Poulos
PORTLAND, Maine
Stephen Kenneth Reeves
PORTLAND, Maine
05

Office Locations

PORTLAND, Maine
9 advisors

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Data sourced from SEC Form ADV filings. HEADINVEST, LLC (CRD# 140518) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.