M.a. Whelan Financial Planning
M.a. Whelan Financial Planning (CRD# 140357) is a financial advisory firm headquartered in Cortlandt Manor, NY. They manage $43,508,367 in 110 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management44MILLION
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Total Number of Accounts110ACCOUNTS
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Average Account Value$395,531
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at M.a. Whelan Financial Planning
1
Maureen Whelan (CRD# 5133502) is an Investment Advisor Representative working at M.a. Whelan Financial Planning in Cortlandt Manor, NY and has 1 year of experience in the finance industry.
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