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Home > Retirement Planners > california > san diego > WILSHIRE QUINN CAPITAL, INC.
WILSHIRE QUINN CAPITAL, INC.
2550 Fifth Avenue
Suite 1070
San Diego, California 92103
Tel: 619-872-6000
About WILSHIRE QUINN CAPITAL, INC.
WILSHIRE QUINN CAPITAL, INC, formally registered with the SEC as WILSHIRE QUINN CAPITAL, INC. The firm was established in 04/26/2023. They have over 3 offices throughout the country.
WILSHIRE QUINN CAPITAL, INC. is a San Diego, California based Financial Planning firm with nearly $180,614,924 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 148012 |
| SEC# | 801-127734 |
| Assets Managed by Firm | $180,614,924 |
| No. of Clients | 585 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 585 | $180,614,924 |
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