Wilshire

RIASEC RegisteredEst. 1990

Total AUM

$149B

Discretionary

$148B

99% of AUM

Avg account

$229K

Accounts

650,319

Employees

307

Advisory reps

Firm details

Headquarters: Santa Monica, California
CRD number: 6210
Registered since: March 16, 1990
Website: www.wilshire.com
Custodians: AMERICAN ENTERPRISE INVESTMENT SERVICES INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: Other Investment Advisers61.96%
Pooled Investment Vehicles27.88%
Pension & Profit Sharing Plans5.71%
Other1.84%
Investment Companies1.23%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Wilshire operates as a diversified investment manager and capital allocator with a history dating to its SEC registration in 1990. The firm is organized as an LLC and serves primarily institutional clients while also offering portfolio management services across individuals, pooled vehicles, businesses and investment companies. Wilshire’s activities include CPO/CTA functions, selection of other advisers, pension consulting, publication of periodicals and delivery of educational seminars. Its fee arrangements can include percentage-of-AUM, fixed fees and performance-based components. The firm identifies as an active ESG investor and is structured to act as sponsor, general partner or managing member of pooled investment vehicles when appropriate.