Riley Whalen Inc
Financial Services • 
Fairport, New York, United States • 1-10 Employees
Company overview
| Headquarters | 390 Packetts Landing, Fairport, New York 14450, US |
| Phone number | +15854301860 |
| Website | |
| NAICS | 52 |
| Founded | 2022 |
| Employees | 1-10 |
Key Contact at Riley Whalen Inc
Kelly Whalen
Co-Owner / Partner
About Riley Whalen Inc
Riley Whalen Inc. is a local independent wealth management services firm, designed with a goal to meet clients needs and realize their financial goals. Every portfolio at RWI is tailored to each client’s individual financial needs. Your dedicated RWI advisor will work with you to develop tax-smart investment strategies and a personalized comprehensive wealth plan. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member SIPC. sipc.org" Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Riley Whalen Inc revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Riley Whalen Inc has never raised funding before.
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