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Building 2WILSHIRE FINANCIAL GROUP INC

Map pinVERO BEACH, FL
Phone772-231-5800
NotebookSEC #801-42686
Total AUM
$26.5M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2911 OCEAN DR
VERO BEACH
FL 32963
USA
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
772-231-5800

ReceiptFinancials

Total AUM
$26.5M
Accounts
410
Discretionary
$13.5M
Accounts
360
Non-Discretionary
$13M
Accounts
50

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio ManagementSecurities Ratings
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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