HEADINVEST, LLC
Doing business as HEADINVEST. SEC Form ADV profile.
Total regulatory AUM
$891,849,255
Discretionary
$891,849,255
Non-discretionary
$0
Firm details
- CRD number
- 140518
- SEC file number
- 801-66773
- Main office
- PORTLAND, ME, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://WWW.HEADINVEST.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.