WHALEN CAPITAL, INC.
CRD #130016 SEC #801-129615 WAUSAU, WI 715-241-6935
SEC Registered
Total AUM
$152.4M
Discretionary
$152.4M
Employees
4
Clients
10
Accounts
577
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $152.4M | $152.4M | $0 | 4 | 10 |
| Apr 2024 | $132.6M | $132.6M | $0 | 4 | 12 |
| Feb 2024 | $132.6M | $132.6M | $0 | 4 | 12 |
| Mar 2011 | $14.6M | $0 | $14.6M | 10 | -- |
DateJan 2025
Total AUM$152.4M
Discretionary$152.4M
Non-Disc.$0
Employees4
Clients10
DateApr 2024
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees4
Clients12
DateFeb 2024
Total AUM$132.6M
Discretionary$132.6M
Non-Disc.$0
Employees4
Clients12
DateMar 2011
Total AUM$14.6M
Discretionary$0
Non-Disc.$14.6M
Employees10
Clients--