M.A. WHELAN FINANCIAL PLANNING

2127 Crompond Road
Suite 104c
Cortlandt Manor, New York 10567
Tel: (914) 257-3446

About M.A. WHELAN FINANCIAL PLANNING

MA WHELAN FINANCIAL PLANNING, formally registered with the SEC as MA WHELAN FINANCIAL PLANNING. The firm was established in 08/25/2021. They have over 2 offices throughout the country.

M.A. WHELAN FINANCIAL PLANNING is a Cortlandt Manor, New York based Financial Planning firm with nearly $58,676,083 assets under management, offering retirement planning & investment advisory services to 130 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140357
SEC#	801-122165
Assets Managed by Firm	$58,676,083
No. of Clients	130
No. of Advisors	1

Fee Structure

Hourly charges
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	130	$58,676,083
Individuals (other than high net worth individuals)	18	$7,279,958
High net worth individuals	26	$51,396,125

More Retirement Planning firms in Cortlandt Manor, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

Explore More Retirement Advisors in Cortlandt Manor, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.