1299 Ocean Avenue Suite 600
Santa Monica, California 90401-1085
Tel: 310-451-3051
WILSHIRE, formally registered with the SEC as WILSHIRE. The firm was established in 03/16/1990. They have over 6 offices throughout the country.
WILSHIRE is a Santa Monica, California based Financial Planning firm with nearly $94,873,146,068 assets under management, offering retirement planning & investment advisory services to 373588 clients. The firm is staffed with 298 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 6210 |
SEC# | 801-36233 |
Assets Managed by Firm | $94,873,146,068 |
No. of Clients | 373588 |
No. of Advisors | 298 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 373588 | $94,873,146,068 |
Pension and profit sharing plans | 76390 | $8,852,383,833 |
Charitable organizations | 23 | $682,343,226 |
Other investment advisers | 12618 | $1,281,996,675 |
Corporations or other businesses | Fewer than 5 clients | $10,308 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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