Unclaimed Profile

Mohammad Reza Ghassemieh

WILSHIRE ADVISORS LLC·SANTA MONICA, California

WILSHIRE ADVISORS LLC

1299 OCEAN AVENUE SUITE 700, SANTA MONICA, CA 90401-1085CRD# 7337302Firm CRD# 6210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mohammad Reza Ghassemieh · SANTA MONICA, CA

Registration

CRD #7337302 · WILSHIRE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

4 disclosures on file · See FINRA BrokerCheck for full record

About

Mohammad Reza Ghassemieh is a registered financial advisor based in SANTA MONICA, California, affiliated with WILSHIRE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Other: FEE BASED ON NUMBER OF PLAN PARTICIPANTS

Regulatory

SEC/IARD CRD# 7337302

Firm CRD# 6210

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mohammad Reza Ghassemieh offer?

Mohammad Reza Ghassemieh specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Mohammad Reza Ghassemieh's credentials?

Mohammad Reza Ghassemieh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mohammad Reza Ghassemieh located?

Mohammad Reza Ghassemieh is based in SANTA MONICA, California, working with WILSHIRE ADVISORS LLC. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Mohammad Reza Ghassemieh charge for services?

Mohammad Reza Ghassemieh'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 ADVISORS LLC?

WILSHIRE ADVISORS LLC 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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