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Jeffrey Germaine Dowden

WALLINGTON ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana
Unclaimed Profile
8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240-2134CRD# 1985678Firm CRD# 143360
01

About

Jeffrey Germaine Dowden is a registered financial advisor based in INDIANAPOLIS, Indiana, affiliated with WALLINGTON ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
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Firm Overview

Firm
WALLINGTON ASSET MANAGEMENT, LLC
WALLINGTON ASSET MANAGEMENT
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at WALLINGTON ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1985678
Firm CRD# 143360
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Germaine Dowden offer?
Jeffrey Germaine Dowden specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Jeffrey Germaine Dowden's credentials?
Jeffrey Germaine Dowden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Germaine Dowden located?
Jeffrey Germaine Dowden is based in INDIANAPOLIS, Indiana, working with WALLINGTON ASSET MANAGEMENT, LLC. Their office serves clients in the INDIANAPOLIS metropolitan area and surrounding communities.
How does Jeffrey Germaine Dowden charge for services?
Jeffrey Germaine Dowden's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WALLINGTON ASSET MANAGEMENT, LLC?
WALLINGTON ASSET MANAGEMENT, LLC has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Larry Scot Wechter — MONUMENT CAPITAL PARTNERS 2, L.P.Terence Paul Weiss — WALLINGTON ASSET MANAGEMENT, LLCGerald W. Throgmartin — CARDINAL EQUITY PARTNERS, LLCPeggy Throgmartin — CARDINAL EQUITY PARTNERS, LLCCurt Robert Fritsch — CRF FINANCIAL GROUP
Nearby cities in Indiana
CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)GOSHEN (32)
City Guides
CARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND GuideGOSHEN Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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