Wilshire
Wilshire (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $94,873,146,068 in 373,588 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management94,873MILLION
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Total Number of Accounts373,588ACCOUNTS
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Average Account Value$253,951
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Bendukai Bouey (CRD# 2288174) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 20 years of experience in the finance industry.
Cian Desmond (CRD# 6265613) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 10 years of experience in the finance industry.
Suehyun Kim (CRD# 3126805) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 21 years of experience in the finance industry.
Ashley Smith-Roos (CRD# 5454067) is an Investment Advisor Representative working at Wilshire in Santa Monica, CA and has over 6 years of experience in the finance industry.