Huntington Financial Advisors

Broker-DealerFINRA MemberEst. 2000

Total AUM

$7.9B

Discretionary

$7.9B

100% of AUM

Accounts

42,399

Employees

520

Advisory reps

841

Brokerage reps

411

Firm details

Headquarters: Columbus, Ohio
CRD number: 16986
Registered since: October 6, 2000
Website: www.huntington.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: Individuals84.86%
HNWI13.76%
Corporations / Businesses1.22%
Charitable Organizations0.16%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Huntington Financial Advisors is a corporation registered with the SEC since 2000 that serves both individual/family and institutional clients. The firm functions as a capital allocator and provides fee-based advisory services charged as a percentage of assets under management. Its advisory remit includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third-party advisers. In addition to advisory work, the firm operates broker-dealer and insurance broker businesses and maintains industry affiliations that include broker-dealer activities, registered municipal advisory, banking/thrift institution relationships, and ties to insurance companies. Huntington is identified as an active ESG investor.