MAUREEN A. WHELAN
Doing business as M.A. WHELAN FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$77,359,453
Discretionary
$77,359,453
Non-discretionary
$0
Firm details
- CRD number
- 140357
- SEC file number
- 801-122165
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.MAWHELANFINANCIAL.COM
- Fee structure
-
Fixed fees
As of October 2026.