About the firm
A registered investment advisory firm based in Chicago, Illinois. It manages about $2.53 million for roughly 3,006 individual clients. Services include investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$842
Assets under management ?$2.53 million
Individual clients3,006
Median years of experience–
FoundedNot stated
Services
Investment management for individuals and small businesses
Advisors at Whale
Contact the firm directly. This firm doesn’t list individual advisors in the official records. Call or visit the firm’s website to find out who you’d work with. (888) 488-7104
Also known as
Build Whale, Inc.
About Whale
How do I contact Whale?
Call the main office at (888) 488-7104. The main office is at 332 S Michigan Ave Suite #121-2234, Chicago, IL 60604.
How is Whale paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Whale offer?
Investment management for individuals and small businesses.
How many advisors work at Whale?
We list 0 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.