HEADWATER INVESTMENT CONSULTING,INC.
SEC Form ADV profile.
Total regulatory AUM
$542,975,000
Discretionary
$523,571,000
Non-discretionary
$19,404,000
Firm details
- CRD number
- 133009
- SEC file number
- 801-64965
- Main office
- MCMINNVILLE, OR, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.