HEADWATERS SOLUTIONS LP

SAUSALITO, California·1 registered advisor·CRD# 289831
SEC# 801-1167440415.636.9523.
01

Firm Overview

AUM
$170M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
Other: INITIAL SETUP FEE AND MINIMUM ANNUAL MANAGEMENT FEE
03

Specialties

Investment Management
04

Advisors at HEADWATERS SOLUTIONS LP

1 registered advisor
Matthew Steinhausen Rowe
SAUSALITO, California
05

Office Locations

SAUSALITO, California
1 advisor

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Data sourced from SEC Form ADV filings. HEADWATERS SOLUTIONS LP (CRD# 289831) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.