HeadInvest

EST. AUM
$969,679,151

CONTACTS
4

CLIENT ACCOUNTS
1,232

Firm Details

Metro area Portland, ME
CRD Number 140518
Website headinvest.com
Client types

Overview

HeadInvest is an independent Registered Investment Advisor based in Portland, Maine. For over thirty years, the firm has been diligently serving both institutions and individuals and their families in building, managing, and preserving their financial resources. Their team of highly-experienced advisors all individually have over twenty years of experience and bring complementary skills from different areas of the financial industry, including financial planning, investment management, and institutional equity research. HeadInvest engages deeply in bringing its clients’ vision to reality by collaborating with other skilled professionals in the fields of estate planning, taxation, and insurance planning to develop and implement the right game plan for their clients' financial success.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

HeadInvest

Platform Details

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