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Whelan & Gratny Capital Management Inc (Palo Alto)


Whelan & Gratny Capital Management Inc is a large advisory firm based in Palo Alto. It manages $46.19 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Whelan & Gratny Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whelan & Gratny Capital Management: assets under management

The assets under management (AUM) of Whelan & Gratny Capital Management Inc is $46.19 million. The firm's AUM has gone down by -67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $45.98 million in discretionary accounts and $205.26 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whelan & Gratny Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Whelan & Gratny Capital Management Inc performs its advisory services is located at 261 Hamilton Avenue, Palo Alto, CA 94301, 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 650-833-7880 or by fax 650-833-7888. The normal business hours are 6:30-4:00 on Monday - Friday. You can find more information about the New York firm at www.wgcm.com.


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