WALLINGTON ASSET MANAGEMENT - Financial Advisor in Indiana, Indianapolis

Tel: 317-575-8670 8900 Keystone Crossing Suite 1015 Indianapolis, Indiana 46240-2134

About WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT is a Indianapolis, Indiana based financial advisory firm with nearly $1,050,668,660 in assets under management and provides investment advisory services for 839 clients. There are currently 16 financial advisors at the firm.

General Information

Firm CRD#:

143360

Firm SEC#:

801-67613

Assets Under Management:

$1,050,668,660

No. of Clients:

839

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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