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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 $453,138,645 assets under management, offering retirement planning & investment advisory services to 1193 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 | $453,138,645 |
| No. of Clients | 1193 |
| No. of Advisors | 8 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1193 | $453,138,645 |
| Individuals (other than high net worth individuals) | 189 | $49,327,343 |
| High net worth individuals | 149 | $284,191,431 |
| Pension and profit sharing plans | 38 | $109,052,750 |
| Charitable organizations | 2 | $7,850,310 |
| Corporations or other businesses | 4 | $2,716,811 |
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