WHALEN CAPITAL, INC.
Tel: 715-241-6935 226411 Rib Mountain Rd Wausau, Wisconsin 54401
About WHALEN CAPITAL, INC.
WHALEN CAPITAL, INC. is a Wausau, Wisconsin based financial advisory firm with nearly $152,406,411 in assets under management and provides investment advisory services for 577 clients. There are currently 4 financial advisors at the firm.
General Information
Firm CRD#:
130016
Firm SEC#:
801-129615
Assets Under Management:
$152,406,411
No. of Clients:
577
No. of Advisors:
4
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges
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