Wallington Asset Management

RIASEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$1.4M
Accounts
930
Employees
17
Advisory reps
9

Firm details

Headquarters
Indianapolis, Indiana
CRD number
143360
Registered since
March 2, 2007
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 44%, Investment Grade Corp Bonds 28%, Public Funds/Mutual Funds 24%, Cash & Cash Equivalents 2%, US Government Bonds 1%, State & Local Bonds 1%44%
  • Exchange Traded Equities44%
  • Investment Grade Corp Bonds28%
  • Public Funds/Mutual Funds24%
  • Cash & Cash Equivalents2%
  • US Government Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$213M in ETFs

Passive

91%

$194M

Active

9%

$18.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)VanguardPassiveForeign Large Blend$87.7M1,242,19741.21%

Location

Primary office

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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