$130MM AUM | $1.2MM GDC in Las Vegas, NV

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Las Vegas, NV, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,225,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Whalen Financial is an investment and wealth management firm that has been serving individuals, families, businesses, and foundations in the Las Vegas area as well as throughout the United States for over 30 years.

Our firm is focused on adding valued members to our firm and/or acquiring accretive practices for expansion purposes.

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