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, formed in 1982 and owned by an individual. The firm serves both individual & family clients and institutional clients, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its business activities also include other financial product sales. Harrington acts as a capital allocator and reports being an active ESG investor. The firm charges fees based on a percentage of assets under management and may also bill hourly for certain services.
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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