Whelan Financial
Legal Name: WHELAN FINANCIAL
Full Contact Details
Whelan Financial
735 WEST ALLUVIAL AVE. #101, FRESNO, CA
559-228-8002
559-228-8028
Other Info
Whelan Financial, legally known as WHELAN FINANCIAL, is a California-based corporation with its SEC status listed as "Approved" and a registration date of Oct 28, 1991. The firm has 12 employees, including 4 who work in advisory roles, but it's unknown how many clients it serves.
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Direct Owners
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PORTIA LISSI WHITE
VICE PRESIDENT AND TREASURER/CFO owns more than 10% but less than 25%
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TAYLOR JOHN WHELAN
CHIEF COMPLIANCE OFFICER AND SECRETARY owns less than 5%
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VINCENT JOSEPH WHELAN
CHIEF EXECUTIVE OFFICER AND PRESIDENT owns 75% or more