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Bryan Thomas Whalen

METROPOLITAN WEST ASSET MANAGEMENT LLC·LOS ANGELES, California
Unclaimed Profile
515 SOUTH FLOWER STREET, LOS ANGELES, CA 90071CRD# 2779822Firm CRD# 104571
01

About

Bryan Thomas Whalen is a registered financial advisor based in LOS ANGELES, California, affiliated with METROPOLITAN WEST ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
METROPOLITAN WEST ASSET MANAGEMENT LLC
METROPOLITAN WEST ASSET MANAGEMENT LLC
AUM
$102.8B
Regulatory assets under management
Employees
348
Total firm employees
View all advisors at METROPOLITAN WEST ASSET MANAGEMENT LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2779822
Firm CRD# 104571
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bryan Thomas Whalen offer?
Bryan Thomas Whalen specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Bryan Thomas Whalen's credentials?
Bryan Thomas Whalen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Thomas Whalen located?
Bryan Thomas Whalen is based in LOS ANGELES, California, working with METROPOLITAN WEST ASSET MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Bryan Thomas Whalen charge for services?
Bryan Thomas Whalen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is METROPOLITAN WEST ASSET MANAGEMENT LLC?
METROPOLITAN WEST ASSET MANAGEMENT LLC has approximately 348 employees and manages $102.8B 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)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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