Wilshire Associates Incorporated
Wilshire Associates Incorporated (CRD# 6210) is a financial advisory firm headquartered in Santa Monica, CA. They manage $1,238,008,420 in 569 accounts and serve the financial needs of clients across 47 states (or territories).
Total Assets Under Management1,238MILLION
Total Number of Accounts569ACCOUNTS
Average Account Value$2,175,762
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
Mary Short (CRD# 4552589) 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. Mary Short has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Bendukai Bouey (CRD# 2288174) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 12 years of experience in the finance industry.
David Zee (CRD# 2810077) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 20 years of experience in the finance industry.