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Building 2WELLINGTON INVESTMENT ADVISORS

Map pinBLOOMINGTON, IN
Phone812-333-0874
NotebookSEC #801-121578
Total AUM
$261.4M
Employees
10
Clients
389

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 E. 6TH STREET
SUITE 2
BLOOMINGTON
IN 47408
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
812-333-0874
Other Offices
2

ReceiptFinancials

Total AUM
$261.4M
Accounts
1,019
Discretionary
$261.4M
Accounts
1,019
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
321
AUM
$112.5M
HNW Individual Clients
65
AUM
$148.5M
Charitable Organization Clients
1
AUM
$36K
Insurance Company Clients
1
AUM
$274K
Corporation or Business Clients
1
AUM
$78K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZINMIOHSCTNTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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