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Justin B Whelan

BIECHELE ROYCE ADVISORS, INC.·FISHERS, Indiana
Unclaimed Profile
11634 MAPLE STREET, SUITE 300, FISHERS, IN 46038CRD# 2053714Firm CRD# 120742
01

About

Justin B Whelan is a registered financial advisor based in FISHERS, Indiana, affiliated with BIECHELE ROYCE ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BIECHELE ROYCE ADVISORS, INC.
BIECHELE ROYCE ADVISORS, INC.
AUM
$660M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BIECHELE ROYCE ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2053714
Firm CRD# 120742
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin B Whelan offer?
Justin B Whelan specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FISHERS, Indiana for a consultation.
What are Justin B Whelan's credentials?
Justin B Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin B Whelan located?
Justin B Whelan is based in FISHERS, Indiana, working with BIECHELE ROYCE ADVISORS, INC.. Their office serves clients in the FISHERS metropolitan area and surrounding communities.
How does Justin B Whelan charge for services?
Justin B Whelan's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BIECHELE ROYCE ADVISORS, INC.?
BIECHELE ROYCE ADVISORS, INC. has approximately 8 employees and manages $660M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FISHERS
Christopher Royce Norwood — BIECHELE ROYCE ADVISORS, INC.Jennifer Kay Rupp — HENDERSHOTT WEALTH MANAGEMENT, LLCRichard Joseph Ridenour — FORUM PRIVATE CLIENT GROUP LLCJim David Pinkston — GIMBAL FINANCIAL, LLCThomas Andrew Barrett — BIECHELE ROYCE ADVISORS, INC.
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
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