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Building 2WHALEN FINANCIAL

Map pinLAS VEGAS, NV
Phone702-878-3900
NotebookSEC #801-120102
Total AUM
$223M
Employees
10
Clients
400

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7160 RAFAEL RIVERA WAY
SUITE 220
LAS VEGAS
NV 89113
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
702-878-3900

ReceiptFinancials

Total AUM
$223M
Accounts
825
Discretionary
$223M
Accounts
825
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
322
AUM
$87.5M
HNW Individual Clients
69
AUM
$133.1M
Charitable Organization Clients
2
AUM
$565.4K
Corporation or Business Clients
7
AUM
$1.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCADEFLHILANENVORPATXWAWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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