This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-1986
- Office Locations
- 423
Office Locations
About THE Huntington Investment Company
The Huntington Investment Company (Huntington Bank) provides investment advisory and wealth management across retail and institutional channels, with financial planning, portfolio construction, and insurance/estate planning support. Investment offerings include active management and asset allocation using ETFs and mutual funds, including ESG/impact themes. Differentiators include digital tools like Caregiver Banking for monitored account access and scam detection, plus an expanding Texas/South footprint via Veritex integration and the pending Cadence Bank deal.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MONICA VICKMAN BALLARD
Associate General Counsel, Secretary
- CRD
- --
- Ownership
- Less than 5%
Jeffrey Michael Boardman
--
- CRD
- #2746492
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
Unlock allContacts
VENETIA MARCENE ABULABAN
Senior Vice President
- CRD
- #1431999
SANDRA ADAME-HERNANDEZ
--
- CRD
- #7337601
Showing 2 of 830 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,891,185,327 | $186,117 |
| Non-Discretionary | $0 | -- |
| Total | $7,891,185,327 | $186,117 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing