WHELAN FINANCIAL

FRESNO, California·4 registered advisors·CRD# 107227
SEC# 801-400710559-228-8002
01

Firm Overview

AUM
$569M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WHELAN FINANCIAL

4 registered advisors
Michael James Ryan
FRESNO, California
Portia Lissi White
FRESNO, California
Taylor John Whelan
FRESNO, California
Vincent Joseph Whelan
FRESNO, California
05

Office Locations

FRESNO, California
4 advisors

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Data sourced from SEC Form ADV filings. WHELAN FINANCIAL (CRD# 107227) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.