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Building 2WHELAN CAPITAL MANAGEMENT, INC.

Map pinPALO ALTO, CA
Phone650-833-7880
NotebookSEC #801-39912
Total AUM
$50.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
261 HAMILTON AVENUE
SUITE 200
PALO ALTO
CA 94301
United States
Operating Hours
6:30-4:00
Monday - Friday
Phone
650-833-7880

ReceiptFinancials

Total AUM
$50.1M
Accounts
11
Discretionary
$50.1M
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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