| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Ryan | Chief Compliance Officer | Under 5% | 2023 |
| Portia Lissi White Control | Chief Executive Officer And Partner | 10-25% | 2013 |
| Taylor John Whelan Control | Chief Financial Officer | 5-10% | 2014 |
Whelan Financial reports $674.6 million in regulatory assets under management on its Form ADV.
Whelan Financial reports 8 employees.
Whelan Financial is based in Fresno, CA and has been SEC-registered since 1991.
Whelan Financial is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7700 North Palm Ave. #201, Fresno, CA 93711-5780 |
| Phone | 559-228-8002 |
| Fax | 559-228-8028 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1894921 |
| Discloses disciplinary history | No |
| Discretionary | $674.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $674.6M |