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Whelan Financial Review

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The following automated report was generated using SEC and FINRA data and was last updated on May 28th, 2020*. For data support, email "support@investor.com". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.

Whelan Financial, registered in 1991, is a Registered Investment Advisor (RIA) in 1 state(s) with a licensed staff of 4 advisors. Whelan Financial manages $358.5 million and provides investment advisory services for 270 clients (1:68 advisor/client ratio).

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Firm Information Value
Overall Rating
Advisors Directory View Directory
Avg Advisor Years Registered 12
Minimum Investment $500,000
Average Client Balance $1,327,910
Total AUM $358.5 million
Advisor / Client Ratio 1:68
Headquarters # Fresno, CA
SEC Filings View SEC IAPD CRD #107227
State(s) Registered CA


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*SEC data last verified 05/28/2020. 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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