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
- HNWI78.54%
- Charitable Organizations15.06%
- Individuals3.82%
- Corporations / Businesses2.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Harrington Investments, Inc. is an independent registered investment adviser operating as a corporation and first registered with the SEC in 1982. The firm serves both individuals and families as well as institutional clients, providing financial planning and portfolio management for individual/small business and business/institutional clients. Its fee model includes asset‑based fees and hourly charges. The firm identifies as a capital allocator and is flagged as an active ESG investor. It also conducts other financial product sales through its business activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents11%
- US Government Bonds10%
- Investment Grade Corp Bonds9%
Owners & executives
1 of 1
John Harrington
President, CEOCRD 1004916
Contacts
3 of 3Diana Harrington
Vice PresidentCRD 4391726
Jeffrey Field
Portfolio ManagerCRD 5471318
Rebecca White
Portfolio ManagerCRD 4820643
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 8Active vs passive
$8.1M in ETFs
100%
$8.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $4.4M | 183,194 | 54.93% |
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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