THE WELLINGTON GRP LLC

INDIANAPOLIS, Indiana·5 registered advisors·CRD# 332803
SEC# 801-1310760317-846-5055
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE WELLINGTON GRP LLC

5 registered advisors
Anthony J Bonanno
INDIANAPOLIS, Indiana
Christopher Lee Payne
INDIANAPOLIS, Indiana
Maxwell T Moritz
INDIANAPOLIS, Indiana
Nathaniel John Miller
INDIANAPOLIS, Indiana
Thomas L Cates
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
5 advisors

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Data sourced from SEC Form ADV filings. THE WELLINGTON GRP LLC (CRD# 332803) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.