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Whelan Vincent Joseph (Fresno)


Whelan Vincent Joseph is a large advisory firm based in Fresno. It manages $129.06 million of regulatory assets for 519 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Whelan Vincent Joseph provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Whelan Vincent Joseph: assets under management

The assets under management (AUM) of Whelan Vincent Joseph is $129.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 120% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $129.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $248.66 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Whelan Vincent Joseph for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Fresno

The principal office where Whelan Vincent Joseph performs its advisory services is located at 735 West Alluvial Ave. #101, Fresno, CA 93711, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 559-228-8002 or by fax 559-228-8028. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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