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Building 2WHELAN FINANCIAL

Map pinFRESNO, CA
Phone559-228-8002
NotebookSEC #801-40071
Total AUM
$781.8M
Employees
9
Clients
512

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7700 NORTH PALM AVE. #201
FRESNO
CA 93711-5780
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
559-228-8002
Other Offices
1

ReceiptFinancials

Total AUM
$781.8M
Accounts
1,718
Discretionary
$781.8M
Accounts
1,718
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
248
AUM
$75.1M
HNW Individual Clients
222
AUM
$555.9M
Pension/Profit Sharing Plan Clients
37
AUM
$137.5M
Charitable Organization Clients
2
AUM
$11.9M
Corporation or Business Clients
3
AUM
$1.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDILMANVORTXWA

HandshakeAffiliates

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

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