Wilshire Pacific Capital Advisors, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 171245
- Registered since
- December 22, 2014
Firm profile
FINTRXOverview
Wilshire Pacific Capital Advisors, LLC is organized as a limited liability company and has been SEC-registered since 2014. The firm is owned by an individual and is classified in the available data as "unclassified." FINTRX records indicate the adviser does not identify as a capital allocator and does not report active ESG investing. The database provides no public description of the firm's advisory activities, client segments, or fee schedules.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4William Morgan
FinOpCRD 852925
Jourdain Dewerd
DirectorCRD 1806644
Eric Weissman
President, CCOCRD 4720438
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Beverly Hills, CA
Los Angeles
Location
Beverly Hills, CA
Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 8447 Wilshire Blvd
- Time zone
- PT (UTC-8)
- Office locations
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