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WELLINGTON INVESTMENT ADVISORS
121 E. 6th Street
Suite 2
Bloomington, Indiana 47408
Tel: 812-333-0874
About WELLINGTON INVESTMENT ADVISORS
WELLINGTON INVESTMENT ADVISORS, formally registered with the SEC as WELLINGTON INVESTMENT ADVISORS. The firm was established in 06/23/2021. They have over 4 offices throughout the country.
WELLINGTON INVESTMENT ADVISORS is a Bloomington, Indiana based Financial Planning firm with nearly $186,984,000 assets under management, offering retirement planning & investment advisory services to 905 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283853 |
| SEC# | 801-121578 |
| Assets Managed by Firm | $186,984,000 |
| No. of Clients | 905 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 905 | $186,984,000 |
| Individuals (other than high net worth individuals) | 271 | $77,447,000 |
| High net worth individuals | 65 | $109,220,000 |
| Charitable organizations | Fewer than 5 clients | $81,000 |
| Corporations or other businesses | Fewer than 5 clients | $3,000 |
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