FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

1214 East Green Street
Suite 104
Pasadena, California 91106-3171
Tel: 626-796-6622

About FIRST WILSHIRE SECURITIES MANAGEMENT, INC.

FIRST WILSHIRE SECURITIES MANAGEMENT, INC, formally registered with the SEC as FIRST WILSHIRE SECURITIES MANAGEMENT, INC. The firm was established in 05/27/1980. They have over 1 offices throughout the country.

FIRST WILSHIRE SECURITIES MANAGEMENT, INC. is a Pasadena, California based Financial Planning firm with nearly $328,779,338 assets under management, offering retirement planning & investment advisory services to 279 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	171971
SEC#	801-15260
Assets Managed by Firm	$328,779,338
No. of Clients	279
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	279	$328,779,338
Individuals (other than high net worth individuals)	74	$14,732,041
High net worth individuals	193	$245,533,677
Pension and profit sharing plans	6	$8,389,883
Corporations or other businesses	4	$14,375,539

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