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Source: U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

Information last checked: 2 October 2026 (the publisher's own date for the list, not the date it was loaded here).

View this adviser on the SEC's Investment Adviser Public Disclosure (IAPD) (the authoritative record) ↗

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Directory record

Adviser name
HEADINVEST, LLC
CRD #
140518
Lists
Registered Investment Advisers
Status
Approved
Main office
7 CUSTOM HOUSE ST, 4TH FLOOR, PORTLAND, ME 04101-4194
Main office state
ME
State of organisation
DE
Regulator
U.S. Securities and Exchange Commission (SEC)
Source
U.S. Securities and Exchange Commission, Information About Registered Investment Advisers and Exempt Reporting Advisers

SEC registration

  • Registered Investment AdvisersApproved

    SEC #: 801-66773

    Primary business name: HEADINVEST

    SEC's list as on 2 October 2026

← Back to the SEC Investment Advisers Register