HEADWATER INVESTMENT CONSULTING,INC. of MCMINNVILLE, OR is an SEC-registered investment adviser (CRD 133009). Regulatory assets under management: $543.0M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Scott Wilson Chambers | FOUNDING PARTNER | — |
| Thomas James Sherwood | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Kevin Wilson Chambers | MANAGING PARTNER & PRESIDENT | — |
| LAWRENCE DAVID JOHN | PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| CHAMBERS SCOTT WILSON | CHIEF COMPLIANCE OFFICER/OWNER; CHIEF COMPLIANCE OFFICER / PRESIDENT / FOUNDING PARTNER; CLIENT MANAGER / SHAREHOLDER (+4 more) | — |
| SHERWOOD THOMAS JAMES | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PORTFOLIO MANAGER & RETIREMENT SPECIALIST / SHAREHOLDER | — |