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WHELAN ADVISORY, LLC - Florida Company Profile

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Company Details

Entity Name: WHELAN ADVISORY, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 19 Nov 2021 (4 years ago)
Branch of: WHELAN ADVISORY, LLC, NEW YORK (Company Number 4698485)
Document Number: M21000015607
FEI/EIN Number 47-3098778

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496, US
Mail Address: 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496, US
ZIP code: 33496
City: Boca Raton
County: Palm Beach
Place of Formation: NEW YORK

Key Officers & Management

Name Role Address
- Agent -
WHELAN MARGARET Manager 8600 TWIN LAKE DRIVE, BOCA RATON, FL, 33496

Form 5500 Series

Employer Identification Number (EIN):
473098778
Plan Year:
2024
Number Of Participants:
6
Sponsors Telephone Number:
Plan Year:
2023
Number Of Participants:
5
Sponsors Telephone Number:

Documents

Name Date
ANNUAL REPORT 2025-01-20
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-23
ANNUAL REPORT 2022-03-21
Foreign Limited 2021-11-19

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Date of last update: 03 Jul 2025

Sources: Florida Department of State