Wallington Asset Management
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 143360
- Registered since
- March 2, 2007
- Website
- wallingtonasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.23%
- Pension & Profit Sharing Plans11.79%
- Individuals3.55%
- Charitable Organizations1.56%
- Corporations / Businesses0.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Wallington Asset Management is an independent RIA organized as an LLC that has been registered with the SEC since 2007. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-related services, and investor education through publications and seminars. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Wallington identifies as a non-ESG-focused manager and is not positioned as a capital allocator; it relies on third-party managers for alternative exposures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities44%
- Investment Grade Corp Bonds28%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 17Active vs passive
$213M in ETFs
91%
$194M
9%
$18.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) | Vanguard | Passive | Foreign Large Blend | $87.7M | 1,242,197 | 41.21% |
Location
Indianapolis, IN
Marion
Location
Indianapolis, IN
Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Marion
- Address
- 8900 Keystone Xing
- Time zone
- ET (UTC-5)
- Office locations
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