Whelan Capital Management, Inc.
Whelan Capital Management, Inc. is an SEC-registered ria with $50.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Whelan Capital Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107216, data through 2011-08-18.
- AUM (assets under management / regulatory AUM)
- $50.1M (2011-08-18)
- Firm type
- Ria
- CRD
- 107216
- Ownership
- WHELAN, HARRY, GABRIEL; FIORETTI, ADRIENNE, ANDERSON; GRATNY, EUGENE, GARFIELD
How much AUM does Whelan Capital Management, Inc. have?
Whelan Capital Management, Inc. reported $50.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2011-08-18).
Who owns Whelan Capital Management, Inc.?
Disclosed owners and executives of Whelan Capital Management, Inc. include WHELAN, HARRY, GABRIEL, FIORETTI, ADRIENNE, ANDERSON, GRATNY, EUGENE, GARFIELD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.