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M.A. WHELAN FINANCIAL PLANNING

MAUREEN A. WHELAN

CRD 140357 · SEC 801-122165

Visit website

NY, United States

Phone

914-257-3446

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$77.4M

Discretionary AUM

$77.4M

Team

1 total employees; 1 advisory reps; 2 broker-dealer reps

Clients

26-50

Fees

Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals17$7.6M
High net worth individuals29$69.8M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD