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WHELAN FINANCIAL
7700 North Palm Ave. #201
Fresno, California 93711-5780
Tel: 559-228-8002
About WHELAN FINANCIAL
WHELAN FINANCIAL, formally registered with the SEC as WHELAN FINANCIAL. The firm was established in 10/28/1991. They have over 1 offices throughout the country.
WHELAN FINANCIAL is a Fresno, California based Financial Planning firm with nearly $568,753,932 assets under management, offering retirement planning & investment advisory services to 1373 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107227 |
| SEC# | 801-40071 |
| Assets Managed by Firm | $568,753,932 |
| No. of Clients | 1373 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1373 | $568,753,932 |
| Individuals (other than high net worth individuals) | 231 | $86,572,107 |
| High net worth individuals | 156 | $365,383,154 |
| Pension and profit sharing plans | 35 | $106,141,796 |
| Charitable organizations | 2 | $9,783,094 |
| Corporations or other businesses | 3 | $873,781 |
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