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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Whalen Capital Inc
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|---|---|
| CRD # | 130016 |
| SEC # | 801-129615 |
| CIK # | |
| AUM | $152.4 M (2025-01-31) |
| Employees | 4 (50% Investors, 100% Brokers) |
| Phone | 715-241-6935 |
| Address | 226411 Rib Mountain Rd Wausau, WI 54401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 393 | 102.0 |
| (b) Individuals (high net worth individuals) | 24 | 49.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 577 | 152.4 |
| By Discretionary | ||
| Discretionary | 577 | 152.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 577 | 152.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 152.4 | |
| Total | 577 | 152.4 |
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