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Wallington Asset Management, LLC

● SEC registered since 2007CRD 143360SEC# 801-67613Indianapolis, IN
Export (members)
Reg. AUM
$1.15B
Employees
18
Accounts
853
Location
Indianapolis, IN

Wallington Asset Management, LLC assets under management

Wallington Asset Management, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2007. It reports $1.2 billion in regulatory assets under management and employs 18 people.

Wallington Asset Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Family Trust of Terence P. Weiss for the Benefit of Marcia a. Weiss and Decendants ControlOwner25-50%2024
Jeffrey Germaine Dowden ControlExecutive Vice PresidentUnder 5%2007
John Carl Swhear ControlChief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Wallington Asset Management, LLC manage?

Wallington Asset Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Wallington Asset Management, LLC have?

Wallington Asset Management, LLC reports 18 employees.

Where is Wallington Asset Management, LLC located?

Wallington Asset Management, LLC is based in Indianapolis, IN and has been SEC-registered since 2007.

Does Wallington Asset Management, LLC disclose fund performance?

Wallington Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8900 Keystone Crossing, Suite 1015, Indianapolis, IN 46240-2134
Phone317-575-8670
Fax317-575-8671
Office hours7:30 a.m. - 6:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.15B
Non-discretionary$0
Total (RAUM)$1.15B