Wilshire Associates Incorporated

Wilshire Associates Incorporated (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $60,781,944,747 in 267,523 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    60,782
    MILLION
  • Total Number of Accounts
    267,523
    ACCOUNTS
  • Average Account Value
    $227,203
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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, 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
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 15 years of experience in the finance industry.

2
Cian J. Desmond
CRD#: 6265613
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 5 years of experience in the finance industry.

3
Suehyun Kim
CRD#: 3126805
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 17 years of experience in the finance industry.

4
Jacob Wood
CRD#: 2891661
Santa Monica, CA 90401

Jacob Wood (CRD# 2891661) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 21 years of experience in the finance industry.

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