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
2127 Crompond Road, Suite 104c, Cortlandt Manor, NY 10567
http://www.mawhelanfinancial.com
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at M.a. Whelan Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Maureen Whelan, financial advisor Cortlandt Manor NY
Maureen A. Whelan
CRD#: 5133502
2127 Crompond Road, Suite 104c, Cortlandt Manor, NY 10567

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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