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WHALEN CAPITAL, INC.

Investment AdviceWAUSAU, WI

Assets Under Management

$152.4M

Total AUM

Donut chart: Discretionary 152.4M
Category	Value
Discretionary	152.4M

Adviser Information

Field	Value
CRD Number	130016
SEC Number	801-129615
Street Address	226411 RIB MOUNTAIN RD
Location	WAUSAU, WI 54401
Country	United States
Phone	715-241-6935
Fax	715-241-6835
Total Employees	4

Client Count by Type (421 Total)

Horizontal bar chart: Individuals (other than H… 393, High Net Worth Individual… 24, Corporations/Businesses 2, Charitable Organizations 1, Other Investment Advisers 1
Category	Value
Individuals (other than H…	393
High Net Worth Individual…	24
Corporations/Businesses	2
Charitable Organizations	1
Other Investment Advisers	1

Whalen Capital, Inc., WI — Investment Adviser | BuildTrust