HERRINGTON WEALTH MANAGEMENT CORPORATION

RIASEC Registered

Total AUM

$40.9M

Discretionary

$40.9M

100% of AUM

Avg account

$244K

Accounts

168

Employees

Advisory reps

Firm details

Headquarters: FRISCO, Texas
CRD number: 305202
Website: herringtonwealth.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI74.7%
Individuals16.79%
Charitable Organizations8.51%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Herrington Wealth Management Corporation is an independent, privately owned registered investment adviser organized as a corporation. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for larger business or institutional clients, pension consulting, and selection of other advisers. Herrington also operates as an insurance broker and bills clients via a combination of percentage-of-assets and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.