Active
M.A. WHELAN FINANCIAL PLANNING
Investment Advice|CORTLANDT MANOR, NY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$58.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 58.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 140357 |
| SEC Number | 801-122165 |
| Street Address | 2127 CROMPOND ROAD |
| Street Address 2 | SUITE 104C |
| Location | CORTLANDT MANOR, NY 10567 |
| Country | United States |
| Phone | (914) 257-3446 |
| Total Employees | 1 |
Client Count by Type (44 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 26 |
| Individuals (other than H… | 18 |
Community Partners
CITY OF MOUNT VERNON
CITY OF NEW ROCHELLE
CITY OF PEEKSKILL
CITY OF RYE
CITY OF WHITE PLAINS
COUNTY OF WESTCHESTER
TOWN OF BEDFORD
TOWN OF CORTLANDT
TOWN OF EASTCHESTER
TOWN OF GREENBURGH
TOWN OF HARRISON
TOWN OF LEWISBORO
TOWN OF MAMARONECK
TOWN OF MOUNT PLEASANT
TOWN OF NEW CASTLE
TOWN OF NORTH CASTLE
TOWN OF NORTH SALEM
TOWN OF OSSINING
TOWN OF PELHAM
TOWN OF POUND RIDGE
CITY OF MOUNT VERNON
CITY OF NEW ROCHELLE
CITY OF PEEKSKILL
CITY OF RYE
CITY OF WHITE PLAINS
COUNTY OF WESTCHESTER
TOWN OF BEDFORD
TOWN OF CORTLANDT
TOWN OF EASTCHESTER
TOWN OF GREENBURGH
TOWN OF HARRISON
TOWN OF LEWISBORO
TOWN OF MAMARONECK
TOWN OF MOUNT PLEASANT
TOWN OF NEW CASTLE
TOWN OF NORTH CASTLE
TOWN OF NORTH SALEM
TOWN OF OSSINING
TOWN OF PELHAM
TOWN OF POUND RIDGE
CITY OF MOUNT VERNON
CITY OF NEW ROCHELLE
CITY OF PEEKSKILL
CITY OF RYE
CITY OF WHITE PLAINS
COUNTY OF WESTCHESTER
TOWN OF BEDFORD
TOWN OF CORTLANDT
TOWN OF EASTCHESTER
TOWN OF GREENBURGH
TOWN OF HARRISON
TOWN OF LEWISBORO
TOWN OF MAMARONECK
TOWN OF MOUNT PLEASANT
TOWN OF NEW CASTLE
TOWN OF NORTH CASTLE
TOWN OF NORTH SALEM
TOWN OF OSSINING
TOWN OF PELHAM
TOWN OF POUND RIDGE
Municipal Government
43 Active
43
Organizations
BEDFORD HILLS FIRE DISTRICT
BEDFORD VILLAGE FIRE DISTRICT
CHAPPAQUA LIBRARY
CROTON FALLS FIRE DISTRICT
EASTCHESTER FIRE DISTRICT
GOLDENS BRIDGE FIRE DISTRICT
GREENBURGH PUBLIC LIBRARY DISTRICT
GREENVILLE FIRE DISTRICT
HARRISON FIRE DISTRICT 4
HARTSDALE FIRE DISTRICT
HAWTHORNE FIRE DISTRICT
KATONAH FIRE DISTRICT
LARCHMONT-MAMARONECK JOINT GARBAGE DISPOSAL COMMISSION
MAMARONECK VILLAGE LIBRARY DISTRICT
MILLWOOD FIRE DISTRICT
MOHEGAN FIRE DISTRICT
MONTROSE FIRE DISTRICT
MOUNT VERNON PUBLIC LIBRARY
NEW CASTLE FIRE DISTRICT 1
NEW ROCHELLE PUBLIC LIBRARY DISTRICT
BEDFORD HILLS FIRE DISTRICT
BEDFORD VILLAGE FIRE DISTRICT
CHAPPAQUA LIBRARY
CROTON FALLS FIRE DISTRICT
EASTCHESTER FIRE DISTRICT
GOLDENS BRIDGE FIRE DISTRICT
GREENBURGH PUBLIC LIBRARY DISTRICT
GREENVILLE FIRE DISTRICT
HARRISON FIRE DISTRICT 4
HARTSDALE FIRE DISTRICT
HAWTHORNE FIRE DISTRICT
KATONAH FIRE DISTRICT
LARCHMONT-MAMARONECK JOINT GARBAGE DISPOSAL COMMISSION
MAMARONECK VILLAGE LIBRARY DISTRICT
MILLWOOD FIRE DISTRICT
MOHEGAN FIRE DISTRICT
MONTROSE FIRE DISTRICT
MOUNT VERNON PUBLIC LIBRARY
NEW CASTLE FIRE DISTRICT 1
NEW ROCHELLE PUBLIC LIBRARY DISTRICT
BEDFORD HILLS FIRE DISTRICT
BEDFORD VILLAGE FIRE DISTRICT
CHAPPAQUA LIBRARY
CROTON FALLS FIRE DISTRICT
EASTCHESTER FIRE DISTRICT
GOLDENS BRIDGE FIRE DISTRICT
GREENBURGH PUBLIC LIBRARY DISTRICT
GREENVILLE FIRE DISTRICT
HARRISON FIRE DISTRICT 4
HARTSDALE FIRE DISTRICT
HAWTHORNE FIRE DISTRICT
KATONAH FIRE DISTRICT
LARCHMONT-MAMARONECK JOINT GARBAGE DISPOSAL COMMISSION
MAMARONECK VILLAGE LIBRARY DISTRICT
MILLWOOD FIRE DISTRICT
MOHEGAN FIRE DISTRICT
MONTROSE FIRE DISTRICT
MOUNT VERNON PUBLIC LIBRARY
NEW CASTLE FIRE DISTRICT 1
NEW ROCHELLE PUBLIC LIBRARY DISTRICT
Special District
36 Active
36
Organizations
ARDSLEY UF SCH DIST
ARDSLEY UNION FREE SCHOOL DISTRICT
ARMONK FIRE DEPT.
BEDFORD CENTRAL SCHOOL DISTRICT
BLIND BROOK-RYE UF SCH DIST
BRIARCLIFF MANOR U F SCH DIST
BRONXVILLE UNION FREE SCHOOL DISTRICT
BYRAM HILLS CENTRAL SCHOOL DISTRICT
BYRUM HILLS-C.S.D.
CHAPPAQUA CENTRAL SCHOOL DIST
CITY OF YONKERS
CROTON HARMON U F SCHOOL DIST
EASTCHESTER UNION FREE SCHOOL DISTRICT
EDGEMONT UF SCH DIST
EDGEMONT UNION FREE SCHOOL DISTRICT
ELMSFORD UF SCH DIST
GREENBURGH CTL SCH DIST
GREENBURGH-GRAHAM UFSD
HARRISON CENTRAL SCHOOL DIST
HASTINGS ON HUDSON UNION FREE SCHOOL DIST
ARDSLEY UF SCH DIST
ARDSLEY UNION FREE SCHOOL DISTRICT
ARMONK FIRE DEPT.
BEDFORD CENTRAL SCHOOL DISTRICT
BLIND BROOK-RYE UF SCH DIST
BRIARCLIFF MANOR U F SCH DIST
BRONXVILLE UNION FREE SCHOOL DISTRICT
BYRAM HILLS CENTRAL SCHOOL DISTRICT
BYRUM HILLS-C.S.D.
CHAPPAQUA CENTRAL SCHOOL DIST
CITY OF YONKERS
CROTON HARMON U F SCHOOL DIST
EASTCHESTER UNION FREE SCHOOL DISTRICT
EDGEMONT UF SCH DIST
EDGEMONT UNION FREE SCHOOL DISTRICT
ELMSFORD UF SCH DIST
GREENBURGH CTL SCH DIST
GREENBURGH-GRAHAM UFSD
HARRISON CENTRAL SCHOOL DIST
HASTINGS ON HUDSON UNION FREE SCHOOL DIST
ARDSLEY UF SCH DIST
ARDSLEY UNION FREE SCHOOL DISTRICT
ARMONK FIRE DEPT.
BEDFORD CENTRAL SCHOOL DISTRICT
BLIND BROOK-RYE UF SCH DIST
BRIARCLIFF MANOR U F SCH DIST
BRONXVILLE UNION FREE SCHOOL DISTRICT
BYRAM HILLS CENTRAL SCHOOL DISTRICT
BYRUM HILLS-C.S.D.
CHAPPAQUA CENTRAL SCHOOL DIST
CITY OF YONKERS
CROTON HARMON U F SCHOOL DIST
EASTCHESTER UNION FREE SCHOOL DISTRICT
EDGEMONT UF SCH DIST
EDGEMONT UNION FREE SCHOOL DISTRICT
ELMSFORD UF SCH DIST
GREENBURGH CTL SCH DIST
GREENBURGH-GRAHAM UFSD
HARRISON CENTRAL SCHOOL DIST
HASTINGS ON HUDSON UNION FREE SCHOOL DIST
School District
51 Active
51
Organizations
100 DONORS INC
100 MONKEYS FOR EARTH INC
108 St Edwards Housing Development Fund
113 CROTON WATERSHED CHAPTER OF TROUT UNLIMITED
138-50 QB Housing Development Fund
140 BROADWAY REALTY CORP
1492 FRATERNAL CORP INC
150 CHARITABLE GIFTS INC
18-296 MOUNT PLEASANT ELEMENTARY PTA
1898 FOUNDATION INC
1FACE2FACE INC
1K CLEATS FOR KIDS INC
1M1B FOUNDATION
1ST ROYAL REGIMENT OF FOOT INC
2001 9-11 MEMORIAL POST
2134 Coyle Housing Development Fund
2247 MAMARONECK AUX
22 TARRYTOWN ROAD HOUSING DEVELOPMENT FUND CORPORATION
22YARDSSPORT INC
244 CLAREMONT CORP
100 DONORS INC
100 MONKEYS FOR EARTH INC
108 St Edwards Housing Development Fund
113 CROTON WATERSHED CHAPTER OF TROUT UNLIMITED
138-50 QB Housing Development Fund
140 BROADWAY REALTY CORP
1492 FRATERNAL CORP INC
150 CHARITABLE GIFTS INC
18-296 MOUNT PLEASANT ELEMENTARY PTA
1898 FOUNDATION INC
1FACE2FACE INC
1K CLEATS FOR KIDS INC
1M1B FOUNDATION
1ST ROYAL REGIMENT OF FOOT INC
2001 9-11 MEMORIAL POST
2134 Coyle Housing Development Fund
2247 MAMARONECK AUX
22 TARRYTOWN ROAD HOUSING DEVELOPMENT FUND CORPORATION
22YARDSSPORT INC
244 CLAREMONT CORP
100 DONORS INC
100 MONKEYS FOR EARTH INC
108 St Edwards Housing Development Fund
113 CROTON WATERSHED CHAPTER OF TROUT UNLIMITED
138-50 QB Housing Development Fund
140 BROADWAY REALTY CORP
1492 FRATERNAL CORP INC
150 CHARITABLE GIFTS INC
18-296 MOUNT PLEASANT ELEMENTARY PTA
1898 FOUNDATION INC
1FACE2FACE INC
1K CLEATS FOR KIDS INC
1M1B FOUNDATION
1ST ROYAL REGIMENT OF FOOT INC
2001 9-11 MEMORIAL POST
2134 Coyle Housing Development Fund
2247 MAMARONECK AUX
22 TARRYTOWN ROAD HOUSING DEVELOPMENT FUND CORPORATION
22YARDSSPORT INC
244 CLAREMONT CORP
Nonprofit Organization
6206 Active
6206
Organizations
Community Partners179 organizations
CITY OF MOUNT VERNON
Municipal Government·MOUNT VERNON
CITY OF RYE
Municipal Government·RYE
CITY OF WHITE PLAINS
Municipal Government·WHITE PLAINS
TOWN OF NEW CASTLE
Municipal Government·CHAPPAQUA
TOWN OF SOMERS
Municipal Government·SOMERS
VILLAGE OF BUCHANAN
Municipal Government·BUCHANAN
VILLAGE OF HARRISON
Municipal Government·HARRISON
VILLAGE OF MAMARONECK
Municipal Government·MAMARONECK
VILLAGE OF PELHAM MANOR
Municipal Government·PELHAM
VILLAGE OF RYE BROOK
Municipal Government·RYE BROOK
VILLAGE OF SCARSDALE
Municipal Government·SCARSDALE
VILLAGE OF SLEEPY HOLLOW
Municipal Government·SLEEPY HOLLOW
VILLAGE OF TARRYTOWN
Municipal Government·TARRYTOWN
BEDFORD HILLS FIRE DISTRICT
Special District·BEDFORD HILLS
BEDFORD VILLAGE FIRE DISTRICT
Special District·BEDFORD
CROTON FALLS FIRE DISTRICT
Special District·NORTH SALEM
EASTCHESTER FIRE DISTRICT
Special District·EASTCHESTER
GOLDENS BRIDGE FIRE DISTRICT
Special District·GOLDENS BRIDGE
GREENVILLE FIRE DISTRICT
Special District·SCARSDALE
HARTSDALE FIRE DISTRICT
Special District·HARTSDALE
HAWTHORNE FIRE DISTRICT
Special District·HAWTHORNE
LARCHMONT-MAMARONECK JOINT GARBAGE DISPOSAL COMMISSION
Special District·MAMARONECK
MAMARONECK VILLAGE LIBRARY DISTRICT
Special District·MAMARONECK
MILLWOOD FIRE DISTRICT
Special District·MILLWOOD
MOHEGAN FIRE DISTRICT
Special District·MOHEGAN LAKE
NORTH CASTLE FIRE DISTRICT 2
Special District·ARMONK
POCANTICO HILLS FIRE DISTRICT
Special District·SLEEPY HOLLOW
POUNDRIDGE FIRE DISTRICT
Special District·POUND RIDGE
POUND RIDGE LIBRARY DISTRICT
Special District·POUND RIDGE
SOMERS FIRE DISTRICT
Special District·SOMERS
SOUTH SALEM FIRE DISTRICT
Special District·SOUTH SALEM
THORNWOOD FIRE DISTRICT
Special District·THORNWOOD
VERPLANK FIRE DISTRICT
Special District·VERPLANCK
WESTCHESTER JOINT WATER WORKS
Special District·MAMARONECK
YORKTOWN HEIGHTS FIRE DISTRICT
Special District·YORKTOWN HEIGHTS
ARMONK FIRE DEPT.
School District·ARMONK
WESTCHESTER COMMUNITY COLLEGE
School District·VALHALLA
100 DONORS INC
Nonprofit Organization·Tuckahoe
100 MONKEYS FOR EARTH INC
Nonprofit Organization·Scarsdale
108 St Edwards Housing Development Fund
Nonprofit Organization·Yonkers
113 CROTON WATERSHED CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·PLEASANTVILLE
138-50 QB Housing Development Fund
Nonprofit Organization·Yonkers
140 BROADWAY REALTY CORP
Nonprofit Organization·HAWTHORNE
1492 FRATERNAL CORP INC
Nonprofit Organization·HARRISON
150 CHARITABLE GIFTS INC
Nonprofit Organization·WHITE PLAINS
18-296 MOUNT PLEASANT ELEMENTARY PTA
Nonprofit Organization·HAWTHORNE
1898 FOUNDATION INC
Nonprofit Organization·PURCHASE
1FACE2FACE INC
Nonprofit Organization·New Rochelle
1K CLEATS FOR KIDS INC
Nonprofit Organization·EASTCHESTER
1M1B FOUNDATION
Nonprofit Organization·MOUNT KISCO
1ST ROYAL REGIMENT OF FOOT INC
Nonprofit Organization·New Rochelle
2001 9-11 MEMORIAL POST
Nonprofit Organization·Rye Brook
2134 Coyle Housing Development Fund
Nonprofit Organization·Yonkers
2247 MAMARONECK AUX
Nonprofit Organization·Mamaroneck
22 TARRYTOWN ROAD HOUSING DEVELOPMENT FUND CORPORATION
Nonprofit Organization·YONKERS
22YARDSSPORT INC
Nonprofit Organization·SCARSDALE
244 CLAREMONT CORP
Nonprofit Organization·WHITE PLAINS
2 SISTERS 2 DIFFERENT KINDS OF LUPUS INC
Nonprofit Organization·Peekskill
301 SECOND STREET CONDOMINIUM ASSOCIATION INC
Nonprofit Organization·PURCHASE
30 West Housing Development Fund Corporation
Nonprofit Organization·Yonkers
312 CIGAR CLUB INC
Nonprofit Organization·Shrub Oak
3680 HOLDING COMPANY INC
Nonprofit Organization·TARRYTOWN
39TH NEW YORK STATE VOL INF ASSN LTD
Nonprofit Organization·White Plains
3G Community Development Corporation
Nonprofit Organization·White Plains
3RD SUNNY SATURDAY
Nonprofit Organization·Mount Vernon
4012 MEMBERSHIP CORP
Nonprofit Organization·Yorktown Heights
4-12 Gouverneur Place Housing Development
Nonprofit Organization·Yonkers
42 WEICHSELBAUM-FRANK POST
Nonprofit Organization·Eastchester
440 W 41 HOUSING DEVELOPMENT FUND CORPORATION
Nonprofit Organization·Yonkers
4U SCHOLARSHIP FUND INC
Nonprofit Organization·SOUTH SALEM
55 EAST MOSHOLU HOUSING DEVELOPMENT FUND COMPANY INC
Nonprofit Organization·Mount Vernon
5P MINUS RESEARCH ALLIANCE INC
Nonprofit Organization·Ardsley
5 Steps to Five Inc
Nonprofit Organization·Rye
6661 Broadway Borrower Housing
Nonprofit Organization·Yonkers
76 LOCUST HILL HOUSING DEVELOPMENT FUND CORPORATION
Nonprofit Organization·Yonkers
7854653 GOODWILL TOASTMASTERS
Nonprofit Organization·Yonkers
(914) CARES INC
Nonprofit Organization·ARMONK
914 GIVES INC
Nonprofit Organization·Larchmont
914UNITED INC
Nonprofit Organization·YONKERS
92-54 QB Housing Development Fund
Nonprofit Organization·Yonkers
9TH NY FAR CORP
Nonprofit Organization·New Rochelle
A4P-USA
Nonprofit Organization·Ossining
AAHAAN
Nonprofit Organization·New Rochelle
AAIB BOXERS ASSISTANCE CORPORATION
Nonprofit Organization·NEW ROCHELLE
AAMW Local Development Corp
Nonprofit Organization·White Plains
AARON MITCHELL KOCH SCHOLARSHIP FUND INC
Nonprofit Organization·HARRISON
AARON ROSS FOUNDATION
Nonprofit Organization·Pleasantville