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WILSHIRE-PENNINGTON GROUP, INC.
WILSHIRE-PENNINGTON GROUP, INC.
OKLAHOMA CITY, Oklahoma
·
2 registered advisors
·
CRD# 127465
SEC# 801-67795
405-751-8600
01
Firm Overview
AUM
$54M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Commissions
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WILSHIRE-PENNINGTON GROUP, INC.
2 registered advisors
Amber Donn Eduvigen
OKLAHOMA CITY, Oklahoma
CRD# 4713865
Benjamin Daniel Kennedy
OKLAHOMA CITY, Oklahoma
CRD# 1744933
05
Office Locations
OKLAHOMA CITY, Oklahoma
2 advisors
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Data sourced from SEC Form ADV filings. WILSHIRE-PENNINGTON GROUP, INC. (CRD# 127465) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.