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WHITMAN FINANCIAL SERVICES, LLC.

CRD 117633

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348 PARK STREET, SUITE 106, NORTH READING, MA, 01864-2153, United States

Phone

781-246-0902

Fax

781-246-0903

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

2 total employees; 2 advisory reps; 33 broker-dealer reps

Clients

26-50

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD