WALLINGTON ASSET MANAGEMENT, LLC

WALLINGTON ASSET MANAGEMENT
INDIANAPOLIS, Indiana·4 registered advisors·CRD# 143360
SEC# 801-676130317-575-8670
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at WALLINGTON ASSET MANAGEMENT, LLC

4 registered advisors
Enrique Javier Rendon
INDIANAPOLIS, Indiana
Jeffrey Germaine Dowden
INDIANAPOLIS, Indiana
Terence Paul Weiss
INDIANAPOLIS, Indiana
William H. Braun
INDIANAPOLIS, Indiana
05

Office Locations

INDIANAPOLIS, Indiana
4 advisors

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Data sourced from SEC Form ADV filings. WALLINGTON ASSET MANAGEMENT, LLC (CRD# 143360) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.