Wilshire Pennington Group, Inc. (Oklahoma City)

Name: Wilshire Pennington Group, Inc.
Address: 3129 Nw 63 Rd St, Oklahoma City, OK, 73116
Telephone: 405-751-8600

Wilshire Pennington Group, Inc. is an adviser based in Oklahoma City. It manages $53.58 million of regulatory assets for 250 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arkansas, Colorado, Kansas, and 3 other states.

Wilshire Pennington Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wilshire Pennington Group: assets under management

The assets under management (AUM) of Wilshire Pennington Group, Inc. is $53.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 77% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $53.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $214.32 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wilshire Pennington Group, Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wilshire Pennington Group, Inc.

Benjamin Daniel Kennedy has been acting as President since 1 Nov 2002. Amber Donn Eduvigen joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Daniel Kennedy	President/chief compliance officer	1 Nov 2002	75% - 100%	1744933
Dayna Sue Tonseth	Cco designee	1 May 2008	Other	1822912
Amber Donn Eduvigen	Chief compliance officer	1 Mar 2011	Other	4713865

Based in Oklahoma City

The principal office where Wilshire Pennington Group, Inc. performs its advisory services is located at 3129 Nw 63 Rd St, Oklahoma City, OK 73116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 405-751-8600 or by fax 405-751-8898. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.wilshire-pennington.com.