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Wellington Institutional Management, LLC (Indianapolis)


Wellington Institutional Management, LLC is an adviser based in Indianapolis. It manages $4 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2008.

Wellington Institutional Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Wellington Institutional Management: assets under management

The assets under management (AUM) of Wellington Institutional Management, LLC is $4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wellington Institutional Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Wellington Institutional Management, LLC performs its advisory services is located at 9000 Keystone Crossing, Indianapolis, IN 46240, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-848-1850 or by fax 317-848-1851. The normal business hours are 9:00am-5:00pm on Monday - Friday.


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