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WELLINGTON INVESTMENT ADVISORS

Tel: 812-333-0874
121 E. 6th Street
Suite 2
Bloomington, Indiana  47408

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WELLINGTON INVESTMENT ADVISORS

WELLINGTON INVESTMENT ADVISORS is a Bloomington, Indiana based financial advisory firm with nearly $186,984,000 in assets under management and provides investment advisory services for 905 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM

Firm CRD#:

283853

SEC#:

801-121578

No. of Clients:

905

Assets under Management

$186,984,000

No. of Advisors:

7

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