Active
WELLINGTON INVESTMENT ADVISORS
Investment Advice|BLOOMINGTON, IN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$233.4M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 233.4M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 283853 |
| SEC Number | 801-121578 |
| Street Address | 121 E. 6TH STREET |
| Street Address 2 | SUITE 2 |
| Location | BLOOMINGTON, IN 47408 |
| Country | United States |
| Phone | 812-333-0874 |
| Fax | 812-245-0694 |
| Total Employees | 7 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (380 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 312 |
| High Net Worth Individual… | 63 |
| Corporations/Businesses | 5 |
Community Partners
CITY OF BLOOMINGTON
CORPORATE TOWN OF ELLETTSVILLE
TOWNSHIP OF BENTON
TOWNSHIP OF CLEAR CREEK
TOWNSHIP OF INDIAN CREEK
TOWNSHIP OF PERRY
TOWNSHIP OF POLK
TOWNSHIP OF RICHLAND
TOWNSHIP OF SALT CREEK
TOWNSHIP OF VAN BUREN
TOWNSHIP OF WASHINGTON
CITY OF BLOOMINGTON
CORPORATE TOWN OF ELLETTSVILLE
TOWNSHIP OF BENTON
TOWNSHIP OF CLEAR CREEK
TOWNSHIP OF INDIAN CREEK
TOWNSHIP OF PERRY
TOWNSHIP OF POLK
TOWNSHIP OF RICHLAND
TOWNSHIP OF SALT CREEK
TOWNSHIP OF VAN BUREN
TOWNSHIP OF WASHINGTON
CITY OF BLOOMINGTON
CORPORATE TOWN OF ELLETTSVILLE
TOWNSHIP OF BENTON
TOWNSHIP OF CLEAR CREEK
TOWNSHIP OF INDIAN CREEK
TOWNSHIP OF PERRY
TOWNSHIP OF POLK
TOWNSHIP OF RICHLAND
TOWNSHIP OF SALT CREEK
TOWNSHIP OF VAN BUREN
TOWNSHIP OF WASHINGTON
Municipal Government
11 Active
11
Organizations
RICHLAND-BEAN BLOSSOM COMMUNITY SCHOOL CORP
THE BLOOMINGTON PROJECT SCHOOL INC
RICHLAND-BEAN BLOSSOM COMMUNITY SCHOOL CORP
THE BLOOMINGTON PROJECT SCHOOL INC
RICHLAND-BEAN BLOSSOM COMMUNITY SCHOOL CORP
THE BLOOMINGTON PROJECT SCHOOL INC
School District
2 Active
2
Organizations
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
67TH TRIENNIAL CORPORATION
ACADEMY OF SCIENCE AND ENTREPRENEURSHIP PARENT-TEACHER NE
ACESO FOUNDATION INC
ACUI COLLEGIATE CLAY TARGETS INC
ADAPTIVE SPORTS CLUB AT INDIANA UNIVERSITY INC
AFFORDABLE CARE ACT VOLUNTEERS OF MONROE COUNTY INCORPORATED
Affordable Housing of Bloomington
AGAPE MINISTRY INC
AGON INC
A-HOPE FOUNDATION INC
AIR FORCE ASSOCIATION 348 AF SOUTHERN INDIANA CHAPTER
ALLIANCE OF CAREER RESOURCE PROFESSIONALS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
67TH TRIENNIAL CORPORATION
ACADEMY OF SCIENCE AND ENTREPRENEURSHIP PARENT-TEACHER NE
ACESO FOUNDATION INC
ACUI COLLEGIATE CLAY TARGETS INC
ADAPTIVE SPORTS CLUB AT INDIANA UNIVERSITY INC
AFFORDABLE CARE ACT VOLUNTEERS OF MONROE COUNTY INCORPORATED
Affordable Housing of Bloomington
AGAPE MINISTRY INC
AGON INC
A-HOPE FOUNDATION INC
AIR FORCE ASSOCIATION 348 AF SOUTHERN INDIANA CHAPTER
ALLIANCE OF CAREER RESOURCE PROFESSIONALS INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
67TH TRIENNIAL CORPORATION
ACADEMY OF SCIENCE AND ENTREPRENEURSHIP PARENT-TEACHER NE
ACESO FOUNDATION INC
ACUI COLLEGIATE CLAY TARGETS INC
ADAPTIVE SPORTS CLUB AT INDIANA UNIVERSITY INC
AFFORDABLE CARE ACT VOLUNTEERS OF MONROE COUNTY INCORPORATED
Affordable Housing of Bloomington
AGAPE MINISTRY INC
AGON INC
A-HOPE FOUNDATION INC
AIR FORCE ASSOCIATION 348 AF SOUTHERN INDIANA CHAPTER
ALLIANCE OF CAREER RESOURCE PROFESSIONALS INC
Nonprofit Organization
1012 Active
1012
Organizations
Community Partners63 organizations
CITY OF BLOOMINGTON
Municipal Government·BLOOMINGTON
CORPORATE TOWN OF ELLETTSVILLE
Municipal Government·ELLETTSVILLE
TOWNSHIP OF BENTON
Municipal Government·UNIONVILLE
TOWNSHIP OF INDIAN CREEK
Municipal Government·BLOOMINGTON
TOWNSHIP OF POLK
Municipal Government·HELTONVILLE
TOWNSHIP OF SALT CREEK
Municipal Government·BLOOMINGTON
TOWNSHIP OF VAN BUREN
Municipal Government·BLOOMINGTON
TOWNSHIP OF WASHINGTON
Municipal Government·BLOOMINGTON
THE BLOOMINGTON PROJECT SCHOOL INC
School District·BLOOMINGTON
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Bloomington
67TH TRIENNIAL CORPORATION
Nonprofit Organization·Bloomington
ACADEMY OF SCIENCE AND ENTREPRENEURSHIP PARENT-TEACHER NE
Nonprofit Organization·Bloomington
ACESO FOUNDATION INC
Nonprofit Organization·BLOOMINGTON
ACUI COLLEGIATE CLAY TARGETS INC
Nonprofit Organization·Bloomington
ADAPTIVE SPORTS CLUB AT INDIANA UNIVERSITY INC
Nonprofit Organization·Bloomington
AFFORDABLE CARE ACT VOLUNTEERS OF MONROE COUNTY INCORPORATED
Nonprofit Organization·Bloomington
Affordable Housing of Bloomington
Nonprofit Organization·Bloomington
AGAPE MINISTRY INC
Nonprofit Organization·Heltonville
AGON INC
Nonprofit Organization·Bloomington
A-HOPE FOUNDATION INC
Nonprofit Organization·BLOOMINGTON
AIR FORCE ASSOCIATION 348 AF SOUTHERN INDIANA CHAPTER
Nonprofit Organization·BLOOMINGTON
ALLIANCE OF CAREER RESOURCE PROFESSIONALS INC
Nonprofit Organization·Bloomington
ALPHA CHI SIGMA FRATERNITY COLLEGIATE CHAPTER
Nonprofit Organization·Bloomington
ALPHA EPSILON DELTA
Nonprofit Organization·Bloomington
ALPHA EPSILON PHI EPSILON EPSILON CHAPTER
Nonprofit Organization·BLOOMINGTON
ALPHA EPSILON PI FRATERNITY
Nonprofit Organization·Bloomington
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·BLOOMINGTON
ALPHA KAPPA ALPHA SORORITIY INC
Nonprofit Organization·Bloomington
ALPHA KAPPA PSI FRATERNITY
Nonprofit Organization·Bloomington
Alpha Mu of Alpha Chi Omega Inc
Nonprofit Organization·Bloomington
ALPHA PHI OMEGA
Nonprofit Organization·BLOOMINGTON
Alpha Sigma Phi Fraternity Gamma Chi Chapter
Nonprofit Organization·Bloomington
Alpha Xi Delta Building Corporation
Nonprofit Organization·Bloomington
ALPHA XI OF ZETA TAU ALPHA HOUSE CORPORATION
Nonprofit Organization·BLOOMINGTON
ALTRUSA INTERNATIONAL INC
Nonprofit Organization·Bloomington
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Bloomington
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Bloomington
AMEND USA
Nonprofit Organization·Bloomington
AMERICAN ASSOCIATION OF UNIVERSITY ADMIN
Nonprofit Organization·BLOOMINGTON
AMERICAN CELLO INSTITUTE INC
Nonprofit Organization·BLOOMINGTON
AMERICAN CHEMICAL SOCIETY
Nonprofit Organization·Bloomington
American Daffodil Society
Nonprofit Organization·Unionville
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Bloomington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Bloomington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Bloomington
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Bloomington
AMERICAN FOLKLORE SOCIETY
Nonprofit Organization·BLOOMINGTON
AMERICAN GUILD OF ORGANISTS AGO
Nonprofit Organization·Bloomington
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Bloomington
AMERICAN LEGION DEPT OF IN 18
Nonprofit Organization·BLOOMINGTON
AMERICAN OPTOMETRIC STUDENT ASSOCIATION INCORPORATED
Nonprofit Organization·Bloomington
AMERICAN POSTAL WORKERS ACCIDENT BENEFIT ASSOCIATION
Nonprofit Organization·Bloomington