← Back to searchVisit website
HEADWATER INVESTMENT CONSULTING,INC.
CRD 133009 · SEC 801-64965
408 SE 1ST ST., MCMINNVILLE, OR, 97128, United States
Phone
503-565-2100
Fax
(503) 565-2101
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$543.0M
Discretionary AUM
$523.6M
Team
7 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 403 | $207.3M |
| High net worth individuals | 185 | $286.0M |
| Charitable organizations | 42 | $36.1M |
| Corporations/business entities | 19 | $13.1M |
States served
AZ, CA, CO, ID, NV, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD