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WILSHIRE
Tel: 310-451-3051
1299 Ocean Avenue Suite 600 Santa Monica, California 90401-1085
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
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 PARTICIPANT
Firm CRD#:
6210
SEC#:
801-36233
No. of Clients:
373588
Assets under Management
$94,873,146,068
No. of Advisors:
298
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