WHALE
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 330063
- Registered since
- May 24, 2024
- Custodians
- ALPACA SECURITIES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Whale is organized as a corporation and is registered with the SEC as of 2024. The firm serves individual and family clients and emphasizes portfolio management for individuals and small businesses. Its stated fee mix includes both a percentage-of-assets model and fixed fees. Whale does not identify itself as a multi-state adviser, an active ESG investor, a pension consultant, or a capital allocator, and it reports no related adviser relationships.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Cash & Cash Equivalents100%
Owners & executives
1 of 1ARTHUR PETRAGLIA
Owner & CEOCRD 4288430
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 332 S Michigan Ave
- Time zone
- CT (UTC-6)
- Office locations
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