Wallington Asset Management

Wallington Asset Management

Investment Management, 8900 N Keystone Ave, polis, Indiana, 46240, United States, 11-50 Employees

wallingtonasset.com

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phone no Phone Number: 31********

Who is WALLINGTON ASSET MANAGEMENT

Wallington Asset Management is a boutique wealth management firm focused on customizing each clients personal investment portfolio to create a path to financial security and peace of mind...

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  • 8900 N Keystone Ave, Indianapolis, Indiana, 46240, United States Headquarters: 8900 N Keystone Ave, Indianapolis, Indiana, 46240, United States
  • 1988 Date Founded: 1988
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from WALLINGTON ASSET MANAGEMENT

Wallington Asset Management Org Chart and Mapping

Employees

Michael Charles

Director Financial Planning & Portfolio Manager

Cfp® Sam Oliphant

Research Associate & Support Advisor

Chris Norwood

Chief Investment Strategist

Chris Weiss

Portfolio Manager, Investment Advisor

Jenise Jeffers

Vice President, Client Services & Technical Solutions

Nicholas Schulz

Client Services Administrator

Dan Klemkosky

Wealth Advisor and Senior Portfolio Manager

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Frequently Asked Questions Regarding Wallington Asset Management

Answer: Wallington Asset Management's headquarters are located at 8900 N Keystone Ave, polis, Indiana, 46240, United States

Answer: Wallington Asset Management's phone number is 31********

Answer: Wallington Asset Management's official website is https://wallingtonasset.com

Answer: Wallington Asset Management's revenue is $5 Million to $10 Million

Answer: Wallington Asset Management's SIC: 6282

Answer: Wallington Asset Management's NAICS: 523940

Answer: Wallington Asset Management has 11-50 employees

Answer: Wallington Asset Management is in Investment Management

Answer: Wallington Asset Management contact info: Phone number: 31******** Website: https://wallingtonasset.com

Answer: Wallington Asset Management is a boutique wealth management firm focused on customizing each clients personal investment portfolio to create a path to financial security and peace of mind. With a multigenerational history of success, the Wallington team builds portfolios in-house with a direct focus on each clients specific objectives. We have a three-decade history of successfully producing tax-efficient, lower volatility investment portfolios for high-net-worth clients and institutions.

Answer:

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