WILSHIRE

Tel: 310-451-3051

1299 Ocean Avenue Suite 600
Santa Monica, California 90401-1085

About WILSHIRE

WILSHIRE is a Santa Monica, California based financial advisory firm with nearly $94,873,146,068 in assets under management and provides investment advisory services for 373588 clients. There are currently 298 financial advisors at the firm.

General Information

Firm CRD#:		6210
SEC#:		801-36233
Assets under Management:		$94,873,146,068
No. of Clients:		373588
No. of Advisors:		298
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
Fee Structure:		A percentage of AUM, Fixed fees, Performance Based, Other (FEE BASED ON NUMBER OF PLAN PARTICIPANTS)

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