|
⚲
|
| Herrington Financial Services Inc
✚
| |
|---|---|
| CRD # | 167733 |
| SEC # | 801-129607 |
| CIK # | |
| AUM | $1.5 MM (2024-01-31) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 706-868-8673 |
| Address | 2506 Peach Orchard Rd Augusta, GA 30906 |
| Source | [IAPD] [Website] |
| Total AUM ($1000's) |
|---|
| AUM Breakdown | Accounts | AUM ($1000's) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 1,500.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 39 | 1,500.0 |
| By Discretionary | ||
| Discretionary | 39 | 1,500.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 39 | 1,500.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,500.0 | |
| Total | 39 | 1,500.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Procapita Partners LLC
✚
|
NY | 0.0 |
|
El Castillo Investments LLC
✚
|
FL | 0.0 |
|
Spike Invest
✚
|
VA | 0.0 |
|
Wolf Thomas John
✚
|
CA | 0.0 |
|
Interlock Fund Management LLC
✚
|
CA | 0.0 |
|
21st Century Advisors Inc
✚
|
FL | 0.0 |
|
Boston Private Value Investors Inc
✚
|
NH | 0.0 |
|
Trivest Capital Management Inc
✚
|
CA | 0.0 |
|
Peckenpaugh Asset Management Inc
✚
|
IL | 0.0 |
|
Meridian Investment Company MIC
✚
|
PA | 0.0 |