Headinvest - Investment Advisers

About Headinvest

Headinvest, LLC is an investment adviser headquartered in Portland, Maine. The firm describes itself as an independent registered investment advisory firm and says it acts as a fiduciary for its clients. It reports $891.85 million in regulatory assets under management and 13 employees. The firm is listed among investment advisers in Maine and the broader directory of US investment advisers. The firm says it has served individuals, families, and institutions for more than 30 years, helping them build, manage, and preserve their financial resources. Its professionals each have more than 20 years of industry experience, and the services it lists include financial planning, investment management, and institutional equity research. The firm's stated process begins with learning about each client's circumstances and goals, then developing a custom plan that is reviewed and adjusted as those needs change.

Key Facts

Assets Under Management

$891.85M

Employees

13

SEC File Number

801-66773