1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2HEADWATERS SOLUTIONS LP

Map pinSAUSALITO, CA
Phone415.636.9523.
NotebookSEC #801-116744
Total AUM
$170M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 LIBERTY SHIP WAY
STE. 3220
SAUSALITO
CA 94965
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
415.636.9523.

ReceiptFinancials

Total AUM
$170M
Accounts
3
Discretionary
$170M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
1
AUM
$170M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
INITIAL SETUP FEE AND MINIMUM ANNUAL MANAGEMENT FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account