WILSHIRE-PENNINGTON GROUP, INC.

Overview

Wilshire-Pennington Group, Inc. is an independent, fee-based registered investment adviser operating as a corporation and serving individual and family clients. The firm delivers financial planning and portfolio management for individuals, small businesses and institutions, and provides pension consulting services. Its advisors also maintain registered representative status with a broker-dealer, which gives them access to a broker-dealer product shelf in addition to advisory offerings. Investment activity skews toward public pooled vehicles: mutual funds and other public funds are the dominant building blocks of client portfolios. The firm is not an active ESG investor and is not set up as a multi-state adviser. Wilshire-Pennington does not appear to act as a capital allocator running proprietary pooled funds; instead, it sources third-party managers when clients require exposure to alternatives such as hedge funds, real estate and private credit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices