Form D Explorer

WHELAN FINANCIAL

SEC file number 801-40071 · FRESNO, CA
https://whelanwarehouse.com.au ↗ (name-match guess, not verified)

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM
$568.8M
Discretionary AUM
$568.8M
Employees
8
Clients
24

Firm

Address
7700 NORTH PALM AVE. #201
FRESNO, CA 93711-5780
Phone
—
Website
https://whelanwarehouse.com.au
(name-match guess, not verified)
Disciplinary
Unknown — verify on SEC IAPD

Sources

Possible Form D name matches (not verified)