WILSHIRE ASSOCIATES INCORPORATED
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WILSHIRE ASSOCIATES INCORPORATED
(CRD# 6210)
is an SEC-Registered Investment Advisor (RIA), headquartered in
Santa Monica, CA.
The SEC approved the firm to operate as an RIA in
Mar 1990.
In
Mar 2019,
the firm reported total Regulatory Assets Under Management (RAUM) of
$60.8 Billion,
with discretion over
100%
of those assets.
Pooled investment vehicles (Private Funds) account for
10%
of RAUM.
Non-US investors represent
3%
.
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WILSHIRE ASSOCIATES INCORPORATED
also reported in
Mar 2019
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270
employees,
with
94
performing advisory functions.
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A total of 11 office locations.
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No registrations with foreign financial regulatory authorities.
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Operation as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
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WILSHIRE ASSOCIATES INCORPORATED has no disclosure events reported to the SEC at this time.
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WILSHIRE ASSOCIATES INCORPORATED has Notice Filings with the following State Securities Authorities: <
AL-Mar 2010, AR-Mar 2010, AZ-Mar 2010, CA-Jul 1997, CO-Mar 2010
, CT-Mar 2010, DC-Mar 2010, DE-Mar 2010, FL-Mar 2010, GA-Mar 2010
, HI-Mar 2010, IA-Mar 2010, ID-Apr 2014, IL-Mar 2010, IN-Mar 2010
, KS-Mar 2010, KY-Mar 2010, LA-Mar 2010, MA-Mar 2010, MD-Mar 2010
, ME-Apr 2014, MI-Mar 2010, MN-Mar 2010, MO-Mar 2010, MT-Mar 2010
, NC-Mar 2010, ND-Mar 2010, NE-Mar 2010, NH-Apr 2014, NJ-Mar 2010
, NM-Mar 2010, NV-Mar 2010, NY-Mar 2010, OH-Mar 2010, OK-Nov 2012
, OR-Mar 2010, PA-May 2009, PR-Mar 2010, RI-Mar 2010, SC-Mar 2010
, TN-Mar 2010, UT-Mar 2010, VA-Mar 2010, VT-Mar 2010, WA-Mar 2010
, WI-Mar 2010, WV-Nov 2012
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The information presented above was gleaned
from the SEC website and is believed to be
accurate. FindingFraud.org is
presenting this data for informational
purposes only and assumes no responsibility
for errors or omissions. Please note
that we are aware of many instances where
RIAs provided erroneous data to the
SEC. Feel free to contact
FindingFraud.org with questions or concerns.
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