WILSHIRE ADVISORS LLC

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

About WILSHIRE ADVISORS LLC

WILSHIRE ADVISORS LLC, formally registered with the SEC as WILSHIRE ADVISORS LLC. The firm was established in 03/16/1990. They have over 7 offices throughout the country.

WILSHIRE ADVISORS LLC is a Santa Monica, California based Financial Planning firm with nearly $95,554,572,990 assets under management, offering retirement planning & investment advisory services to 591801 clients. The firm is staffed with 273 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	6210
SEC#	801-36233
Assets Managed by Firm	$95,554,572,990
No. of Clients	591801
No. of Advisors	273

Fee Structure

A Percentage of AUM
Fixed Fees
Performance Based
Other(FEE BASED ON NUMBER OF PLAN PARTICIPANTS; REVENUE SHARE)

Advisory Services Provided

Portfolio Management for Investment
Portfolio Management for pooled Investment
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	591801	$95,554,572,990
Individuals (other than high net worth individuals)	280253	$41,710,300,984
Pension and profit sharing plans	27818	$18,546,875,175
Charitable organizations	1	$24,291,837
Other investment advisers	17	$2,208,106,629
Corporations or other businesses	5	$247,092,932

Inquire with WILSHIRE ADVISORS LLC

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