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Headstream Advisors, L.L.C. (Dallas)


Headstream Advisors, L.L.C. is a large advisory firm based in Dallas. It manages $164.36 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005.

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Headstream Advisors, L.L.C provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Headstream Advisors, L.L.C: assets under management

The assets under management (AUM) of Headstream Advisors, L.L.C. is $164.36 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $164.36 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.18 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Headstream Advisors, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Headstream Advisors, L.L.C. performs its advisory services is located at 5949 Sherry Lane, Dallas, TX 75225, which is also the mailing address of the firm. An additional office of the firm is in St. Petersburg, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-378-6300 or by fax 214-378-6327. The normal business hours are 8-4:00 pm cst on Monday - Friday. You can find more information about the New York firm at www.headstreamasset.com.


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