Headwater Investment Consulting Inc
Financial Services
Mcminnville, Oregon, United States
6 employees
- Employees
- 6
- Contacts
- 2
- Emails
- 2
Headwater Investment Consulting Inc Overview
- Headquarters
- Mcminnville, Oregon, United States
- Phone Number
- Available in AeroLeads
- Website
- headwater-ic.com
- Industry
- Financial Services
- Employees
- 6
- Founded
- 2004
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Headwater Investment Consulting Inc
Just as the headwater is the source or beginning of the water for a river, Headwater Investment Consulting is your source for planning your financial future. Your investment portfolio received personalized attention from our team of highly accessible, knowledgeable investment advisors and staff. Let us guide you through the changing financial needs of your family, your business, and your retirement. Headwater Investment Consulting is a Registered Investment Advisor located in McMinnville, Oregon. We offer investment management to individuals, families, endowments, and foundations. _____ Accepting recommendations and endorsements is discouraged by our regulator, the SEC. We do not accept them as a matter of policy. Headwater Investment Consulting is not responsible for nor does Headwater Investment Consulting condone any comments by third parties on our behalf.
Headwater Investment Consulting Inc Contact Details
- People in AeroLeads
- 3
- With contact data
- 2
- Email contacts
- 2
- 66.7% coverage
Headwater Investment Consulting Inc Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Rachelle Silis | Portfolio Trading Analyst at Headwater |
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|
|
| Matt Dressel | Advisor and Portfolio Manager | Mcminnville, Oregon, United States |
Email
|
| Janet Sasaki | Client Relationship Associate | Portland, Oregon Metropolitan Area, United States |
Email
|
Employees by Management Level
Manager
1 profile
Individual contributor
1 profile
Associate / junior
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Sales | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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