Whelan Capital Mangement
Whelan Capital Mangement (CRD# 107216) is a financial advisory firm headquartered in Redwood City, CA. They manage $20,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Whelan Capital Mangement
By the Numbers
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Total Assets Under Management20MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$20,000,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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.
CA
Financial Advisors at Whelan Capital Mangement
1
Harry Whelan (CRD# 464637) is an Investment Advisor Representative working at Whelan Capital Mangement in Redwood City, CA and has 1 year of experience in the finance industry.
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