Headwater Investment Consulting,Inc., OR — Investment Adviser | BuildTrust

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HEADWATER INVESTMENT CONSULTING,INC.

Investment AdviceMCMINNVILLE, OR

Assets Under Management

$466.3M

Total AUM

Donut chart: Discretionary 447.6M, Non-Discretionary 18.7M
Category	Value
Discretionary	447.6M
Non-Discretionary	18.7M

Adviser Information

Field	Value
CRD Number	133009
SEC Number	801-64965
Street Address	408 SE 1ST ST.
Location	MCMINNVILLE, OR 97128
Country	United States
Phone	503-565-2100
Fax	(503) 565-2101
Total Employees	5

Client Count by Type (570 Total)

Horizontal bar chart: Individuals (other than H… 342, High Net Worth Individual… 172, Charitable Organizations 38, Corporations/Businesses 18
Category	Value
Individuals (other than H…	342
High Net Worth Individual…	172
Charitable Organizations	38
Corporations/Businesses	18