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HEADINVEST
Tel: 207-773-5333
7 Custom House St 4th Floor
Portland, Maine 04101-4194
HEADINVEST
HEADINVEST is a Portland, Maine based financial advisory firm with nearly $897,644,886 in assets under management and provides investment advisory services for 1240 clients. There are currently 16 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
140518
SEC#:
801-66773
No. of Clients:
1240
Assets under Management
$897,644,886
No. of Advisors:
16
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