Whelan Advisory, LLC

Boca Raton, FL

Florida

Registered In

11/19/2021

Incorp. Date

Foreign

Registration Type

New York

Foreign Jurisdiction

Company Summary

Whelan Advisory, LLC at 8600 Twin Lake Dr, Boca Raton, FL 33496 lists Whelan Margaret of Boca Raton, FL as the associate.

Corporation Service Company Registered Agent	1201 HAYS ST, TALLAHASSEE, FL 32301
Whelan Margaret M	8600 TWIN LAKE DR, BOCA RATON, FL 33496

8600 TWIN LAKE DR, BOCA RATON, FL 33496 View Map

Form 5500

8600 Twin Lake Dr, Boca Raton, FL 33496 (212) 300-7382 EIN:47-3098778 Plan Admin:Shirley Horner

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameWHELAN ADVISORY LLC - 401(K) PLAN Plan #001 Participants BOY/EOY5 / 5 Assets BOY/EOY$0 / $212,081	2023	WHELAN ADVISORY LLC - 401(K) PLAN - Plan #001	5 / 5	$0 / $212,081

Benefit & Retirement Plans based on Form 5500.

Address Match:8600 Twin Lake Dr Boca Raton, FL

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Related Business Names:

Whelan Advisory Capital Markets LLC Registered in New York		View Report
Whelan Advisory Group LLC Registered in Michigan	Brighton, MI	View Report
Whelan Advisory Services LLC Registered in New York	Brooklyn, NY	View Report
Whelan Advisory Services LLC Registered in New Jersey		View Report
Whelan Advisory, LLC Registered in New York		View Report

The following government agencies have contributed data:

Florida Department of State U.S. Department of Labor

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