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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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