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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 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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