Investment adviser · CRD 127465

WILSHIRE-PENNINGTON GROUP, INC.

Investment adviser filing (IA)

OKLAHOMA CITY, OK, United States · Form ADV filed Sep 21, 2012

Regulatory AUM
$53.6M
Form ADV · Item 5.F
Client accounts
250
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Commissions

Principal office

3129 NW 63RD ST
OKLAHOMA CITY, OK, 73116, United States

CRD 127465

Filing source

Form ADV 669342 · Sep 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.