Headinvest is an investment advisor in Portland with $883.24 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Head & Associates, LLC
SEC CIK
IRS number
204445689
SEC advisor number
801-66773
FINRA CRD number
140518
AUM ?
$829.56 mm
(as of 14 Nov 23)
Accounts
1,085
(as of 14 Nov 23)
Employees
15
(8 investment advisory or research)
Address
Headinvest
7 CUSTOM HOUSE STREET
4TH FLOOR
PORTLAND
ME 04101
7 CUSTOM HOUSE STREET
4TH FLOOR
PORTLAND
ME 04101
Phone
207-773-5333
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
11 Dec 23
13F-HR
Quarterly holdings report by institutional manager
23 Aug 23
13F-HR
Quarterly holdings report by institutional manager
17 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Dec 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21