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WALLINGTON ASSET MANAGEMENT
INDIANAPOLIS, IN
317-575-8670
SEC #801-67613Total AUM
$1.3B
Employees
17Clients
337Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8900 KEYSTONE CROSSING
SUITE 1015
INDIANAPOLIS
IN 46240-2134
United States
SUITE 1015
INDIANAPOLIS
IN 46240-2134
United States
Operating Hours
7:30 A.M. - 6:00 P.M.
Monday - Friday
Monday - Friday
Phone
317-575-8670
Financials
Total AUM
$1.3B
Accounts
930Discretionary
$1.3B
Accounts
929Non-Discretionary
$2.9M
Accounts
1
Clients
Individual Clients
109AUM
$46.8M
HNW Individual Clients
197AUM
$1.1B
Pension/Profit Sharing Plan Clients
17AUM
$155.4M
Charitable Organization Clients
12AUM
$20.5M
Corporation or Business Clients
2AUM
$11.5M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAILINLAMDNCNYTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.