WALLINGTON ASSET MANAGEMENT

8900 Keystone Crossing
Suite 1015
Indianapolis, Indiana 46240-2134
Tel: 317-575-8670

About WALLINGTON ASSET MANAGEMENT

WALLINGTON ASSET MANAGEMENT, formally registered with the SEC as WALLINGTON ASSET MANAGEMENT. The firm was established in 03/02/2007. They have over 1 offices throughout the country.

WALLINGTON ASSET MANAGEMENT is a Indianapolis, Indiana based Financial Planning firm with nearly $1,050,668,660 assets under management, offering retirement planning & investment advisory services to 839 clients. The firm is staffed with 16 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143360
SEC#	801-67613
Assets Managed by Firm	$1,050,668,660
No. of Clients	839
No. of Advisors	16

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	839	$1,050,668,660
Individuals (other than high net worth individuals)	121	$49,747,917
High net worth individuals	177	$825,236,046
Pension and profit sharing plans	17	$136,523,038
Charitable organizations	12	$28,188,256
Corporations or other businesses	2	$10,973,403

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