Whelan Financial

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Last updated: February 18th, 2020. Data source: SEC filings.


Whelan Financial, federally registered in 1991, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Whelan Financial manages $291.5 million and provides investment advisory services for 267 clients (1:67 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 12
Percentage of Advisors Trusted 100%
Minimum Investment $500,000
Average Client Balance $1,091,878
Total AUM $291.5 million
Advisor / Client Ratio 1:67
Headquarters # Fresno, CA
SEC Filings View SEC IAPD CRD #107227
State(s) Registered CA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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