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 that has operated since the early 1980s and serves both individual/family and institutional clients. The firm positions itself as a capital allocator with a clear preference for equity strategies, and it offers financial planning and portfolio management for individuals, small businesses and institutions. Compensation is primarily a percentage of assets under management, with hourly fees available for certain advisory engagements. Harrington Investments also markets other financial products and identifies as an active ESG investor, indicating environmental, social and governance considerations are applied to at least part of its investment process. Investment activity is concentrated in exchange-traded equities and ETFs, with portfolio construction tilted toward liquid, marketable securities rather than private markets. The firm manages discretionary mandates almost exclusively and appears to run concentrated, high-conviction equity portfolios alongside ETF-based sleeves for diversification or tactical exposures.
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 Equities53%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents11%
- US Government Bonds10%
- Investment Grade Corp Bonds9%
Owners & executives
1 of 1JOHN 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
$8.2M in ETFs
100%
$8.2M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB SHORT-TERM US TREASURY ETF (SCHO) | Schwab | Passive | Short Government | $4.4M | 182,594 | 54.21% |
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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