H
CRD: 325208
Henington Group RIA LLC
Lone Tree, CO
7205500222
$62.4M Total AUM
$62.4M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-26-2023
- Office Locations
- 1
Office Locations
-- Lone Tree CO
About Henington Group RIA LLC
Henington Group RIA LLC is a Lone Tree-based RIA. The firm has been operating for 2 years. Managing $62.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$62.4M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Delta atlas Summit
Investment Themes
Prime value Radial pioneer
Investment Vehicles
Foundation momentum
Services
Wave optima Beacon momentum Fusion
Owner & Executives
T
TROY SCOTT HENINGTON
Chief Compliance Officer, Chief Executive Officer, Owner, Partner
- CRD
- #2443484
- Ownership
- 75% or more
(825) 459-3118
quantum.ember@foundationcapital.com
in linkedin.com/in/momentum-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,357,636 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,357,636 | -- |
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Separately Managed Accounts
Total SMA Asset: $62,357,636
Equity - Exchange:
13.4% Public Funds:
18.3% Cash:
32.5% U.S. Government/Agency:
35.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $762,647,237 | 13.4% |
| Public Funds | $1,041,525,705 | 18.3% |
| Cash | $1,849,704,121 | 32.5% |
| U.S. Government/Agency | $2,037,520,231 | 35.8% |
| Total | $5,691,397,294 | 100.0% |