Trust Score 95%
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Last updated: August 16th, 2019. Data source: SEC filings.


HeadInvest, federally registered in 2006, is a Registered Investment Advisor (RIA) in 9 state(s) with a licensed staff of 7 advisors. HeadInvest manages $568.9 million and provides investment advisory services for 321 clients (1:46 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,772,396
Hybrid Advisor No
Disciplinary History No
Total AUM $568.9 million
Advisor / Client Ratio 1:46
Headquarters Portland, ME
SEC Filings Forms and Brochures    (CRD # 140518)
State(s) Registered CA, CT, FL, LA, ME, MA, NH, NY, TX

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