Whelan Capital Management, Inc.

Whelan Capital Management, Inc. (CRD# 107216) is a financial advisory firm headquartered in Redwood City, CA. They manage $39,360,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $3,936,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Whelan Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Harry G. Whelan
CRD#: 464637
702 Marshall St. Suite 306, Redwood City, CA 94063
87
Wealthminder
score

Harry Whelan (CRD# 464637) is an Investment Advisor Representative working at Whelan Capital Management, Inc. in Redwood City, CA and has 1 year of experience in the finance industry.

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