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Portia Lissi White

WHELAN FINANCIAL·FRESNO, California
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7700 NORTH PALM AVE. #201, FRESNO, CA 93711-5780CRD# 5137590Firm CRD# 107227
01

About

Portia Lissi White is a registered financial advisor based in FRESNO, California, affiliated with WHELAN FINANCIAL. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WHELAN FINANCIAL
WHELAN FINANCIAL
AUM
$569M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WHELAN FINANCIAL →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5137590
Firm CRD# 107227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Portia Lissi White offer?
Portia Lissi White specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
What are Portia Lissi White's credentials?
Portia Lissi White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Portia Lissi White located?
Portia Lissi White is based in FRESNO, California, working with WHELAN FINANCIAL. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Portia Lissi White charge for services?
Portia Lissi White's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHELAN FINANCIAL?
WHELAN FINANCIAL has approximately 8 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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