RIA Intel›Advisers›Oklahoma›WILSHIRE-PENNINGTON GROUP, INC.

WILSHIRE-PENNINGTON GROUP, INC.

Advisory

N·OKLAHOMA CITY, OK

Data as of Sep 21, 2012 · Source: SEC Form ADV

Total AUM
$54M
1-Year AUM Growth
-13.3%
3-Year CAGR
+10.8%
Employees
0
Assets Under Management
Total AUM$54M
Discretionary AUM$54M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees0
Investment Advisers0
Employee Growth (1Y)—
Filing History
Total Filings on Record18
First FilingApr 2, 2007
Latest FilingSep 21, 2012
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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