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).
Total Assets Under Management39MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$3,936,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
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.