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Cecilia Infee Loo

WILSHIRE ASSOCIATES INCORPORATED·SANTA MONICA, California
Unclaimed Profile
1299 OCEAN AVENUE SUITE 700, SANTA MONICA, CA 90401-1085CRD# 2428491Firm CRD# 6210
01

About

Cecilia Infee Loo is a registered financial advisor based in SANTA MONICA, California, affiliated with WILSHIRE ASSOCIATES INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
Nonprofits & Foundations
03

Firm Overview

Firm
WILSHIRE ADVISORS LLC
WILSHIRE
AUM
$94.9B
Regulatory assets under management
Employees
298
Total firm employees
View all advisors at WILSHIRE ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: FEE BASED ON NUMBER OF PLAN PARTICIPANTS
Regulatory
SEC/IARD CRD# 2428491
Firm CRD# 6210
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cecilia Infee Loo offer?
Cecilia Infee Loo specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.
What are Cecilia Infee Loo's credentials?
Cecilia Infee Loo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cecilia Infee Loo located?
Cecilia Infee Loo is based in SANTA MONICA, California, working with WILSHIRE ASSOCIATES INCORPORATED. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.
How does Cecilia Infee Loo charge for services?
Cecilia Infee Loo's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: fee based on number of plan participants. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILSHIRE ASSOCIATES INCORPORATED?
WILSHIRE ASSOCIATES INCORPORATED has approximately 298 employees and manages $94.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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