Wilshire Associates Incorporated

Wilshire Associates Incorporated (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $72,750,199,487 in 516,959 accounts and serve the financial needs of clients across 48 states (or territories).

By the Numbers
  • Total Assets Under Management
    72,750
    MILLION
  • Total Number of Accounts
    516,959
    ACCOUNTS
  • Average Account Value
    $140,727
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wilshire Associates Incorporated
Showing 1 - 4 of 4 top financial advisors.
1
Bendukai E. Bouey
CRD#: 2288174
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Bendukai Bouey (CRD# 2288174) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 16 years of experience in the finance industry.

2
Cian J. Desmond
CRD#: 6265613
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Cian Desmond (CRD# 6265613) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 6 years of experience in the finance industry.

3
Suehyun Kim
CRD#: 3126805
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Suehyun Kim (CRD# 3126805) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 18 years of experience in the finance industry.

4
Ashley D. Smith-Roos
CRD#: 5454067
1299 Ocean Avenue Suite 700, Santa Monica, CA 90401

Ashley Smith-Roos (CRD# 5454067) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 3 years of experience in the finance industry.

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