WILSHIRE-PENNINGTON GROUP, INC.
Wilshire-Pennington Group, Inc. is a highly reputable financial advisory firm that has been in business for over 20 years. With a team of experienced and knowledgeable advisors, the firm has established itself as a leader in the financial industry. The firm prides itself on providing personalized and comprehensive financial solutions to its clients, helping them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Wilshire-Pennington Group, Inc. strives to provide its clients with a comprehensive and personalized financial plan that is tailored to their unique needs and goals. The firm’s main focus is to help clients achieve financial success, build wealth, and secure their financial future.
Some key takeaways on how the advisor helps clients include:
- Provides personalized financial solutions
- Creates comprehensive financial plan
- Helps clients achieve financial success
- Builds long-term wealth
- Secures financial future
Facts and Insights
It’s always important to gather information and data before making any financial decisions. Here are some facts and insights about Wilshire-Pennington Group, Inc. that may help you understand the firm better:
Total Assets Under Management (AUM): $500 million
Number of Advisors: 15
Time in Business: Over 20 years
| Year | Assets Under Management (AUM) | |
|---|---|---|
| Total AUM | 2019 | $500 million |
| Total AUM | 2018 | $450 million |
| Total AUM | 2017 | $400 million |
| Total AUM | 2016 | $350 million |
Financial Services Offered
Wilshire-Pennington Group, Inc. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
- Financial education and counseling
Client Types
Wilshire-Pennington Group, Inc. serves a wide range of clients, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Non-profit organizations
- Trusts and estates
Fees & Compensation
Wilshire-Pennington Group, Inc. operates on a fee-based compensation structure, meaning that the firm charges a percentage of the client’s total assets that are under management. This ensures that the firm’s interests are aligned with the client’s goals and that the firm is motivated to help the client grow their wealth.
The firm also offers financial planning services for a flat fee, depending on the complexity of the client’s financial situation. This provides transparency and allows the client to know exactly what they are paying for.
Background
Wilshire-Pennington Group,