Headwater Investment Consulting Inc logo

Headwater Investment Consulting Inc Employee Directory

Financial ServicesOregon, United States2-10 Employees

Headwater Investment Consulting Inc is a small financial services firm that provides investment management as a Registered Investment Advisor. Based in McMinnville, Oregon, the company serves individuals, families, endowments, and foundations, offering personalized attention from its investment advisory team. The firm focuses on helping clients plan for their financial future and navigate the changing needs of family, business, and retirement.

With an emphasis on accessible, knowledgeable guidance, the firm positions itself as a resource for tailored investment strategies. It notes that endorsements are discouraged by the SEC and that it does not accept third party endorsements, reflecting its regulatory framework. This stance aligns with its emphasis on independent advisory services within the financial services industry.

Find Headwater Investment Consulting Inc employees' phone numbers or email addresses

Headwater Investment Consulting Inc Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Oceania
1

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  • Australia
    1

Headwater Investment Consulting Inc's Leadership

  • Stylized image of a person
    T. S.
    Managing Partner & Chief Compliance Officer
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  • Stylized image of a person
    S. C.
    Senior Vice President
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  • Stylized image of a person
    A. G.
    Portfolio Manager
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  • Stylized image of a person
    R. S.
    Portfolio Trading Analyst
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  • Stylized image of a person
    J. S.
    Advisor/Operations Manager
    Phone icon

Headwater Investment Consulting Inc Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Finance

Contact profiles from Headwater Investment Consulting Inc

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. S.
    Managing Partner & Chief Compliance Officer
    Phone icon
    United StatesOregon
    Jun 16, 2026
  • Stylized image of a person
    S. C.
    Senior Vice President
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    A. G.
    Portfolio Manager
    Phone icon
    United StatesOregon
    Feb 19, 2026
  • Stylized image of a person
    R. S.
    Portfolio Trading Analyst
    Phone icon
    United StatesOregon
    Jan 27, 2026
  • Stylized image of a person
    J. S.
    Advisor/Operations Manager
    Phone icon
    United StatesArkansas
    Jun 08, 2026

Frequently Asked Questions

What is Headwater Investment Consulting Inc known for?

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Headwater Investment Consulting Inc was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 408 Southeast 1st Street Mcminnville, Oregon 97128 United States. Explore Headwater Investment Consulting Inc's company overview page for more information.

What is Headwater Investment Consulting Inc's most common email format?

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Headwater Investment Consulting Inc employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Headwater Investment Consulting Inc email formats with LeadIQ.

How many employees does Headwater Investment Consulting Inc have currently?

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Headwater Investment Consulting Inc has approximately 7 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Headwater Investment Consulting Inc's key employees and leadership?

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As of June 2026, Headwater Investment Consulting Inc's key employees include:

  • Managing Partner & Chief Compliance Officer: T. S.
  • Senior Vice President: S. C.
  • Portfolio Manager: A. G.
  • Portfolio Trading Analyst: R. S.
  • Advisor/Operations Manager: J. S.

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