First Wilshire Securities Management, Inc.
First Wilshire Securities Management, Inc. (CRD# 171971) is a financial advisory firm headquartered in Pasadena, CA. They manage $328,779,338 in 279 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management329MILLION
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Total Number of Accounts279ACCOUNTS
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Average Account Value$1,178,421
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, CT, DC, DE, FL, GA, IL, KY, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA
William Caton (CRD# 4539052) is an Investment Advisor Representative working at First Wilshire Securities Management, Inc. in Pasadena, CA and has over 18 years of experience in the finance industry.
Scott Hood (CRD# 1788066) is an Investment Advisor Representative working at First Wilshire Securities Management, Inc. in Pasadena, CA and has over 31 years of experience in the finance industry.
Howard Lu (CRD# 4927988) is an Investment Advisor Representative working at First Wilshire Securities Management, Inc. in Pasadena, CA and has over 19 years of experience in the finance industry.
Feliks Zlochistyy (CRD# 5138497) is an Investment Advisor Representative working at First Wilshire Securities Management, Inc. in Pasadena, CA and has over 17 years of experience in the finance industry.