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HEADWATER INVESTMENT CONSULTING,INC.

Tel: 503-565-2100
408 Se 1st St.
Mcminnville, Oregon  97128

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HEADWATER INVESTMENT CONSULTING,INC.

HEADWATER INVESTMENT CONSULTING,INC. is a Mcminnville, Oregon based financial advisory firm with nearly $466,280,000 in assets under management and provides investment advisory services for 1437 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM

Firm CRD#:

133009

SEC#:

801-64965

No. of Clients:

1437

Assets under Management

$466,280,000

No. of Advisors:

5

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