Headinvest LLC
Legal Name: HEADINVEST, LLC
Full Contact Details
Headinvest LLC
7 CUSTOM HOUSE ST, 4TH FLOOR, PORTLAND, ME
207-773-5333
207-773-1735
Other Info
Headinvest LLC, legally known as HEADINVEST, LLC, is a Delaware-based Limited Liability Company boasting 12 staff members, 7 of whom fulfill advisory roles. Its number of clients served remains unknown, but its SEC status is listed as approved, with a registration date of June 8, 2006.
Home • HeadInvest
HeadInvest is an investment advisor with a focus on building and managing clients’ wealth with over 30 institutions and over 300 high net worth individuals.
Direct Owners
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C-DSK LLC
OWNER AND MEMBER LLC owns 75% or more
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CARL GIVENS GERCKE
MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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DONNA DUBOIS MCCONNELL
MEMBER owns more than 25% but less than 50%
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KENNETH ANDREW BLASCHKE
MEMBER owns more than 25% but less than 50%
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ROBERT SCHOFIELD WHITEHEAD
MEMBER
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STEPHEN DANIEL POULOS
MEMBER owns more than 25% but less than 50%