YARRINGTON MANAGEMENT COMPANY
Firm details
- Headquarters
- WESTBOROUGH, Massachusetts
- CRD number
- 111994
- Fee structure
- Other
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Yarrington Management Company operates as a sole proprietorship and focuses on a variety of investment activities. The firm provides portfolio management services tailored for individuals, small businesses, pooled investment vehicles, and institutional clients. Additionally, it offers pension consulting services and assists in the selection of other advisers. The firm does not engage in active ESG investing and is not classified as a multi-state adviser.
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
- Cash & Cash Equivalents50%
- Exchange Traded Equities30%
- Investment Grade Corp Bonds20%
Contacts
1 of 1STEPHEN HALL
PresidentCRD 2158562
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WESTBOROUGH, MA
WORCESTER
Location
WESTBOROUGH, MA
Headquartered in WESTBOROUGH, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- WORCESTER
- Address
- 180 W Main St
- Time zone
- ET (UTC-5)
- Office locations
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