The Huntington Investment Company is a large advisory firm based in Columbus. It manages $1.9 billion of regulatory assets for 17,513 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
The Huntington Investment Company provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Huntington Investment Company is $1.9 billion. The firm's AUM has grown by 3001% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay The Huntington Investment Company for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and corporations or other businesses. The largest group of clients of Belinda Jane Sherman is individuals with 17,327 clients and $1.85 billion of assets under management. Among the 11 most similar advisory firms, The Huntington Investment Company has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.9 billion for 17,513 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
The Huntington Investment Company doesn't advise any private funds.
The company employs 383 people that are either part- or full-time employees. 87 percent of the employees work as investment advisers or researchers. 275 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Belinda Jane Sherman has been acting as President since 1 Nov 2012. Michael Miroballi joined the executive team most recently as the President.
The principal office where The Huntington Investment Company performs its advisory services is located at 41 South High Street, Columbus, OH 43215 6101, which is also the mailing address of the firm. An additional office of the firm is in Dublin, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800.322.4600 or by fax 877-369-0618. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at huntington.com.