Whelan Financial
Firm details
- Headquarters
- Fresno, California
- CRD number
- 107227
- Registered since
- October 28, 1991
- Website
- whelanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI71.11%
- Pension & Profit Sharing Plans17.59%
- Individuals9.61%
- Charitable Organizations1.52%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Whelan Financial is an independent registered investment adviser organized as a corporation and operating since 1991. The firm serves a mix of individual, family and institutional clients, with core advisory services centered on financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes asset-based fees and fixed-fee arrangements. Whelan Financial does not present itself as a capital allocator or pooled-fund sponsor, and it is not identified as an active ESG investor or a multi-state adviser. The firm was named one of investor.com’s "Top RIA Firms to Watch" in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities44%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents9%
- US Government Bonds6%
- Other1%
Owners & executives
2 of 2
Portia White
CEO & PartnerCRD 5137590
Taylor Whelan
Chief Ethics and Compliance OfficerCRD 6425340
Contacts
3 of 5
Stephen Detweiler
Senior Investment AdvisorCRD 6141064
Michael Manjarrez
Investment AdvisorCRD 6105145
Michael Ryan
Financial AdvisorCRD 6152734
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$284M in ETFs
99%
$280M
<1%
$3.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $64.6M | 213,092 | 22.76% |
Location
Fresno, CA
Fresno
Location
Fresno, CA
Headquartered in Fresno, CA, anchoring the Fresno-Madera-Hanford, CA metro in the West.
- Metro area
- Fresno-Madera-Hanford, CA
- Region
- West
- County
- Fresno
- Address
- 7700 N Palm Ave
- Time zone
- PT (UTC-8)
- Office locations
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