Harry Whelan is a registered investment advisor at Whelan Capital Mangement, based in Menlo Park, CA, with 28 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $10M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.63% |
Management fees may be negotiated. Flat fees are also an option and are negotiable.
Fee Estimator
Location
707 Menlo Ave, Suite 200, Menlo Park, CA, 94025
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Harry is involved with Miramar Restaurant, a non-investment related activity. This requires about 10-20% of his time.
Employment History
Current Registrations
Whelan Capital Mangement
Previous Registrations
Whelan Capital Mangement
Whelan Capital Management, INC.
Whelan Capital Management, INC.
Encinal Capital Group, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.