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HEADWATER INVESTMENT CONSULTING,INC.
HEADWATER INVESTMENT CONSULTING,INC.
MCMINNVILLE, Oregon
·
3 registered advisors
·
CRD# 133009
SEC# 801-64965
0
503-565-2100
01
Firm Overview
AUM
$397M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at HEADWATER INVESTMENT CONSULTING,INC.
3 registered advisors
Kevin Wilson Chambers
MCMINNVILLE, Oregon
CRD# 6269021
Scott Wilson Chambers
MCMINNVILLE, Oregon
CRD# 4873496
Thomas James Sherwood
MCMINNVILLE, Oregon
CRD# 5821112
05
Office Locations
MCMINNVILLE, Oregon
3 advisors
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Data sourced from SEC Form ADV filings. HEADWATER INVESTMENT CONSULTING,INC. (CRD# 133009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.