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WHALEN FINANCIAL
7160 Rafael Rivera Way
Suite 220
Las Vegas, Nevada 89113
Tel: 702-878-3900
About WHALEN FINANCIAL
WHALEN FINANCIAL, formally registered with the SEC as WHALEN FINANCIAL. The firm was established in 01/04/2021. They have over 1 offices throughout the country.
WHALEN FINANCIAL is a Las Vegas, Nevada based Financial Planning firm with nearly $192,271,610 assets under management, offering retirement planning & investment advisory services to 834 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311869 |
| SEC# | 801-120102 |
| Assets Managed by Firm | $192,271,610 |
| No. of Clients | 834 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 834 | $192,271,610 |
| Individuals (other than high net worth individuals) | 337 | $86,828,064 |
| High net worth individuals | 58 | $101,731,326 |
| Pension and profit sharing plans | 4 | $2,085,602 |
| Charitable organizations | 2 | $49,172 |
| Corporations or other businesses | 7 | $1,577,446 |
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