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WHELAN CAPITAL MANGEMENT
WHELAN CAPITAL MANAGEMENT, INC.
CRD 107216 · SEC 801-39912
707 MENLO AVE, SUITE 200, MENLO PARK, CA, 94025, United States
Phone
650-722 0258
Fax
650 722 0258
Registration
— (—)
Source
State registered
Total AUM
$925K
Discretionary AUM
$925K
Team
0 total employees; 0 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $925K |
All web addresses on file
Official SEC filing: View on IAPD