Wilshire-pennington Group, Inc.
Wilshire-pennington Group, Inc. (CRD# 127465) is a financial advisory firm headquartered in Nichols Hills, OK. They manage $33,075,067 in 107 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Wilshire-pennington Group, Inc.
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts107ACCOUNTS
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Average Account Value$309,113
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, KS, OK, TX
Financial Advisors at Wilshire-pennington Group, Inc.
1
Benjamin Kennedy (CRD# 1744933) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Oklahoma Ciity, OK and has over 30 years of experience in the finance industry.
2
Benjamin Kennedy (CRD# 5023746) is an Investment Advisor Representative working at Wilshire-pennington Group, Inc. in Nichols Hills, OK and has over 9 years of experience in the finance industry.
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