WHALEN FINANCIAL
Las Vegas, Nevada
4.7
29 Reviews
Whalen Financial, a small investment advisory firm headquartered in Las Vegas, NV, serves a diverse client base of over 300 individuals, with an impressive total of more than $115,955,000 in assets under management. Operating from a single office, Whalen Financial has established a strong presence in the Las Vegas area. With extensive experience in managing employer 401Ks and individual accounts, Whalen Financial has gained a solid reputation in this space. Approximately half of their assets under management originate from these sources, demonstrating their expertise and proficiency in meeting the unique needs of both employers a...
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Assets Under Mgmt

$115.95M

Investment Professionals

4

Locations

0

% 401K & Individual

36%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.