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

Nicholas Schulz

Client Services Administrator

Dan Klemkosky

Wealth Advisor and Senior Portfolio Manager

Michael Charles

Director Financial Planning & Portfolio Manager

Chris Weiss

Portfolio Manager, Investment Advisor

Chris Norwood

Chief Investment Strategist

Cfp® Sam Oliphant

Research Associate & Support Advisor

Jenise Jeffers

Vice President, Client Services & Technical Solutions

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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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