Henington Group Ria LLC

RIASEC Registered
Total AUM
$62.4M
Discretionary
$62.4M
100% of AUM
Avg account
$442K
Accounts
141
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
325208
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI81.47%
  • Individuals10.63%
  • Corporations / Businesses4.57%
  • Charitable Organizations3.33%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Henington Group Ria LLC is an independent, individual-owned registered investment adviser that operates as a capital allocator for both individual and institutional clients. The firm charges fees based on a percentage of assets under management and includes insurance brokerage among its business activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Public Funds/Mutual Funds 31%, US Government Bonds 11%, Cash & Cash Equivalents 11%47%
  • Exchange Traded Equities47%
  • Public Funds/Mutual Funds31%
  • US Government Bonds11%
  • Cash & Cash Equivalents11%

Contacts

1 of 1
  • Troy Henington

    Troy Henington

    PartnerCRD 2443484

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth