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, limited liability investment adviser that has been SEC-registered since 2007. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and client education through publications and workshops. Its fee arrangements include asset-based fees, hourly billing, and fixed fees. Wallington does not identify as an active ESG investor and does not operate as a capital allocator to outside managers.
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
2 of 2
Daniel Klemkosky
Chief Investment StrategistCRD 6546765
John Swhear
Chief Compliance OfficerCRD 2671024
Contacts
3 of 7
Terence Weiss
President & Managing DirectorCRD 1054788
Christopher Weiss
Senior Portfolio ManagerCRD 6592383
Jeffrey Dowden
Executive Vice PresidentCRD 1985678
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 16Active vs passive
$216M in ETFs
91%
$196M
9%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $89M | 1,249,145 | 41.28% |
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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