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Kim Maureen Whelan

ACACIA INVESTMENT ADVISORY GROUP, INC.·MARLTON, New Jersey
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FOUR GREENTREE CENTRE, SUITE 206, MARLTON, NJ 08053CRD# 5737547Firm CRD# 152169
01

About

Kim Maureen Whelan is a registered financial advisor based in MARLTON, New Jersey, affiliated with ACACIA INVESTMENT ADVISORY GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
ACACIA INVESTMENT ADVISORY GROUP, INC.
ACACIA INVESTMENT ADVISORY GROUP, INC.
AUM
$17M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACACIA INVESTMENT ADVISORY GROUP, INC. →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5737547
Firm CRD# 152169
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kim Maureen Whelan offer?
Kim Maureen Whelan specializes in Wealth Management. Contact their office in MARLTON, New Jersey for a consultation.
What are Kim Maureen Whelan's credentials?
Kim Maureen Whelan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kim Maureen Whelan located?
Kim Maureen Whelan is based in MARLTON, New Jersey, working with ACACIA INVESTMENT ADVISORY GROUP, INC.. Their office serves clients in the MARLTON metropolitan area and surrounding communities.
How does Kim Maureen Whelan charge for services?
Kim Maureen Whelan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACACIA INVESTMENT ADVISORY GROUP, INC.?
ACACIA INVESTMENT ADVISORY GROUP, INC. has approximately 6 employees and manages $17M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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