Whelan Advisory Capital Markets, LLC
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 312814
- Registered since
- August 31, 2021
Firm profile
FINTRXOverview
Whelan Advisory Capital Markets, LLC is a limited liability company that registered with the SEC in 2021 and is owned by an individual. FINTRX classifies the firm as unclassified and the publicly provided snapshot offers minimal detail about its services, client mix, or fee arrangements. The firm reports it is not a capital allocator, does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Margaret Whelan
CEO & FounderCRD 2919823
William Portwood
CFOCRD 4853700
Contacts
3 of 4
Trent Panzera
AssociateCRD 7092415
Camden Boyd
AssociateCRD 8030139
Luke Klee
Vice PresidentCRD 7591109
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 8600 Twin Lake Dr
- Time zone
- ET (UTC-5)
- Office locations
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