WILSHIRE - Financial Advisor in California, Santa Monica

Tel: 310-451-3051 1299 Ocean Avenue Suite 600 Santa Monica, California 90401-1085

About WILSHIRE

WILSHIRE is a Santa Monica, California based financial advisory firm with nearly $94,873,146,068 in assets under management and provides investment advisory services for 373588 clients. There are currently 298 financial advisors at the firm.

General Information

Firm CRD#:

6210

Firm SEC#:

801-36233

Assets Under Management:

$94,873,146,068

No. of Clients:

373588

No. of Advisors:

298

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)

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