WILSHIRE

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

About WILSHIRE

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees
Performance Based
Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)

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

Firm Client Information

	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

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