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Building 2WHALEN CAPITAL, INC.

Map pinWAUSAU, WI
Phone715-241-6935
NotebookSEC #801-129615
Total AUM
$75.1M
Employees
4
Clients
238

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
226411 RIB MOUNTAIN RD
WAUSAU
WI 54401
United States
Operating Hours
M - TH 8 - 4; FR 8 - 12
M - TH 8 - 4; FR 8 - 12
Phone
715-241-6935

ReceiptFinancials

Total AUM
$75.1M
Accounts
276
Discretionary
$75.1M
Accounts
276
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$44.3M
HNW Individual Clients
24
AUM
$30.2M
Charitable Organization Clients
1
AUM
$576.7K
Investment Advisor Clients
1
AUM
$0
Corporation or Business Clients
2
AUM
$92.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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