Harrington Investments, Inc.
Firm details
- Headquarters
- Napa, California
- CRD number
- 110790
- Registered since
- November 24, 1982
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI74.6%
- Charitable Organizations17.56%
- Corporations / Businesses4.7%
- Individuals3.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harrington Investments, Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1982. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines percentage-of-AUM fees with the option of hourly charges, and the firm is listed as an active ESG investor. Harrington also engages in other financial product sales and identifies itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities55%
- Public Funds/Mutual Funds14%
- US Government Bonds11%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds7%
Owners & executives
1 of 1
John Harrington
President, CEOCRD 1004916
Contacts
3 of 3
Jeffrey Field
Portfolio ManagerCRD 5471318
Diana Harrington
Vice PresidentCRD 4391726
Rebecca White
Portfolio ManagerCRD 4820643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$7.8M in ETFs
100%
$7.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $4.2M | 177,834 | 54.26% |
Location
Napa, CA
Napa
Location
Napa, CA
Headquartered in Napa, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Napa
- Address
- 1001 2nd St
- Time zone
- PT (UTC-8)
- Office locations
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