WHELAN FINANCIAL
SEC Form ADV profile.
Total regulatory AUM
$781,750,987
Discretionary
$781,750,987
Non-discretionary
$0
Firm details
- CRD number
- 107227
- SEC file number
- 801-40071
- Main office
- FRESNO, CA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- HTTPS://WWW.WHELANFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.