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WILSHIRE-PENNINGTON GROUP, INC.
CRD 127465 · SEC 801-67795
1712 PENNINGTON WAY, NICHOLS HILLS, OK, 73116, United States
Phone
405-751-8600
Fax
405-751-8898
Registration
— (—)
Source
State registered
Total AUM
$52.8M
Discretionary AUM
$52.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $41.0M |
| High net worth individuals | 84 | $11.8M |
All web addresses on file
Official SEC filing: View on IAPD