Wilshire Quinn Capital, Inc.
Firm details
- Headquarters
- San Diego, California
- CRD number
- 148012
- Registered since
- April 26, 2023
- Website
- wilshirequinn.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Wilshire Quinn Capital, Inc. is a corporation registered with the SEC in 2023 and operates as an institutional registered investment adviser focused on institutional clients. The firm is owned by an individual and lists business activities that include acting as an other financial product salesperson. Its advisory work explicitly includes portfolio management for pooled investment vehicles. Compensation is structured as a percentage of assets under management and can include performance-based fees. The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not present itself as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Christopher Garcia
CEOCRD 5335958
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 2550 5th Ave
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Ward & Associates
RIASan Diego, CA
Reyes Financial Architecture Inc.
RIASan Diego, CA
Stirling Financial Group
RIASan Diego, CA
M Wealth Management, LLC
RIASan Diego, CA
Torrey Wealth, LLC
RIASan Diego, CA
WFA Of San Diego
RIASan Diego, CA