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Terence Paul Weiss

WALLINGTON ASSET MANAGEMENT, LLC·INDIANAPOLIS, Indiana
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8900 KEYSTONE CROSSING, INDIANAPOLIS, IN 46240-2134CRD# 1054788Firm CRD# 143360
01

About

Terence Paul Weiss 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
03

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# 1054788
Firm CRD# 143360
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Terence Paul Weiss offer?
Terence Paul Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in INDIANAPOLIS, Indiana for a consultation.
What are Terence Paul Weiss's credentials?
Terence Paul Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Terence Paul Weiss located?
Terence Paul Weiss 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 Terence Paul Weiss charge for services?
Terence Paul Weiss'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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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
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