H
$5.6M Total AUM
$5.6M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2002
- Office Locations
- 1
Office Locations
-- Pittsburgh PA
About Herrington Investment Solutions
Herrington Investment Solutions is a Pittsburgh-based RIA. The firm has been operating for 24 years. Managing $5.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
57 AVG AGE
$5.6M AVG AUM / ADVISOR
$696.9K AVG AUM / CLIENT
24 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Services
Available
Owner & Executives
C
CARMEN CASTILLO HERRINGTON
DIRECTOR OF MARKETING, Senior Manager
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JAMES WILLIAM HERRINGTON
Chief Executive Officer, FOUNDER
- CRD
- #4086845
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,575,113 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,575,113 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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