WHELAN CAPITAL MANGEMENT of MENLO PARK, CA is an SEC-registered investment adviser (CRD 107216). Regulatory assets under management: $925K.
Compensation: % of AUM.
Clients served: High net worth.
| Name | Role | Location |
|---|---|---|
| WHELAN HARRY GABRIEL | CCO; CHIEF COMPLIANCE OFFICER; PRINCIPAL | — |
| GRATNY EUGENE GARFIELD | PRINCIPAL; RETIRED; RETIRED PARTNER | — |
| FIORETTI ADRIENNE ANDERSON | CHIEF COMPLIANCE OFFICER | — |