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Vincent Joseph Whelan

WHELAN FINANCIAL·FRESNO, California
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7700 NORTH PALM AVE. #201, FRESNO, CA 93711-5780CRD# 1900908Firm CRD# 107227
01

About

Vincent Joseph Whelan 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# 1900908
Firm CRD# 107227
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Vincent Joseph Whelan offer?
Vincent Joseph Whelan specializes in Financial Planning, Investment Management. Contact their office in FRESNO, California for a consultation.
What are Vincent Joseph Whelan's credentials?
Vincent Joseph Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Vincent Joseph Whelan located?
Vincent Joseph Whelan is based in FRESNO, California, working with WHELAN FINANCIAL. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Vincent Joseph Whelan charge for services?
Vincent Joseph Whelan'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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