WHELAN FINANCIAL of FRESNO, CA is an SEC-registered investment adviser (CRD 107227). Regulatory assets under management: $781.8M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Portia Lissi White | CHIEF EXECUTIVE OFFICER AND PARTNER | — |
| Taylor John Whelan | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & PARTNER; INDIRECT OWNER | — |
| Michael James Ryan | CHIEF COMPLIANCE OFFICER | — |
| Stephen Christopher Detweiler | CHIEF TRADING OFFICER & PARTNER; INDIRECT OWNER | — |
| Kasandra Ann Silva Dieu | CHIEF OF OPERATIONS & PARTNER; INDIRECT OWNER | — |
| Vincent Joseph Whelan | PRESIDENT | — |
| HANSON DAWN MARIE | CHIEF COMPLIANCE OFFICER | — |
| WHELAN VINCENT JOSEPH | CHIEF EXECUTIVE OFFICER AND PRESIDENT; FOUNDER AND PRESIDENT; PRESIDENT (+3 more) | — |
| RYAN KEITH JAMES | CHIEF COMPLIANCE OFFICER | — |
| WHITE PORTIA LISSI | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER AND PARTNER; VICE PRESIDENT AND SECRETARY (+2 more) | — |
| WHELAN TAYLOR JOHN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND SECRETARY; CHIEF FINANCIAL OFFICER (+1 more) | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 5592288002 |
| — | — | 1 | 5592288002 |