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Building 2M.A. WHELAN FINANCIAL PLANNING

Map pin
Phone914-257-3446
NotebookSEC #801-122165
Total AUM
$77.4M
Employees
1
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
914-257-3446
Other Offices
1

ReceiptFinancials

Total AUM
$77.4M
Accounts
148
Discretionary
$77.4M
Accounts
148
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
17
AUM
$7.6M
HNW Individual Clients
29
AUM
$69.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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