


Headwater Investment Consulting Inc Revenue
Financial Services • McMinnville, Oregon, United States • 1-10 Employees
Headwater Investment Consulting Inc revenue & valuation
| Annual revenue | $513,330 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,700,000 |
| Total funding | No funding |
Key Contact at Headwater Investment Consulting Inc
Kevin Chambers
President
Company overview
| Headquarters | 408 SE 1st St, McMinnville, Oregon 97128, US |
| Phone number | +15035652100 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management Services, Charitable Giving, Sep Ira, Endowments & Foundations, Roth Ira, 401K & 403B Rollovers), Individual & Joint Accounts, Retirement Accounts (Ira, Retirement Forecasting And Rmd Fulfillment, Revocable & Family Trusts, Tax Lost Harvesting |
| Founded | 2004 |
| Employees | 1-10 |
| Socials |
Headwater Investment Consulting Inc Email Formats
Headwater Investment Consulting Inc uses 1 email format. The most common is {first name} (e.g., john@headwater-ic.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@headwater-ic.com | 100% |
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.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Headwater Investment Consulting Inc has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Headwater Investment Consulting Inc has never raised funding before.
Headwater Investment Consulting Inc Tech Stack
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Frequently asked questions
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