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HEADINVEST
HEADINVEST, LLC
CRD 140518 · SEC 801-66773
7 CUSTOM HOUSE ST, 4TH FLOOR, PORTLAND, ME, 04101-4194, United States
Phone
207-773-5333
Fax
207-773-1735
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$891.8M
Discretionary AUM
$891.8M
Team
13 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $55.3M |
| High net worth individuals | 322 | $755.0M |
| Charitable organizations | 21 | $77.6M |
| State/municipal entities | 1 | $3.9M |
States served
CA, LA, ME, MA, NY, NC, PA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD