Stribling-Whalen Financial Group
Firm details
- Headquarters
- Gainesville, Georgia
- CRD number
- 343346
- Registered since
- September 30, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Stribling-Whalen Financial Group is a limited liability company organized as an individual-owned advisory firm. It is registered with the SEC; its registration became effective in 2026. The firm bills clients using a mix of asset-based fees and fixed fees and describes itself as a capital allocator with the ability to select third‑party managers. Advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm is newly formed, is not positioned as an ESG investor, and does not identify as a multi-state adviser or pension consultant.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Gainesville, GA
Hall
Location
Gainesville, GA
Headquartered in Gainesville, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Hall
- Address
- 620 Spring St Se
- Time zone
- ET (UTC-5)
- Office locations
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