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WHALEY ASSET MANAGEMENT LLC

EIN 85-0931571-real estate-Latest filing 2025
Plans
1
Retirement
1
$211K assets
Welfare
0
Participants
8
248 SCENIC HILL DRIVE - PARIS, TN 38242731-363-0244whaleyassetmanagement.comLinkedIn11-50 employeesreal estate
Plans on this EIN
1 filing
#001401k-$211K - 8 part

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Retirement#001

WHALEY ASSET MANAGEMENT LLC

401k

Assets$211K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WHALEY ASSET MANAGEMENT LLC401k$211K82025
Retirement plans
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