WHALEN CAPITAL, INC.
SEC Form ADV profile.
Total regulatory AUM
$75,104,209
Discretionary
$75,104,209
Non-discretionary
$0
Firm details
- CRD number
- 130016
- SEC file number
- 801-129615
- Main office
- WAUSAU, WI, United States
- Employees
- 4
- SEC status
- Approved
- Website
- https://www.whalenfg.com
- Fee structure
-
Percentage of AUM Hourly
As of May 2026.