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WHELAN FINANCIAL

Tel: 559-228-8002
7700 North Palm Ave. #201
Fresno, California  93711-5780

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WHELAN FINANCIAL

WHELAN FINANCIAL is a Fresno, California based financial advisory firm with nearly $568,753,932 in assets under management and provides investment advisory services for 1373 clients. There are currently 8 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

107227

SEC#:

801-40071

No. of Clients:

1373

Assets under Management

$568,753,932

No. of Advisors:

8

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