Key facts
- WHELAN FINANCIAL is a other based in FRESNO, CA.
Registered with the SEC
Form ADV · 2026-01 · CRD 107227- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 9
- Registered office
- FRESNO, CA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for WHELAN FINANCIAL are on record yet. Positions surface from round participations, filings, and coverage.
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