W
$52.8M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
2 Employees
103 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-01-2004
- Office Locations
- 2
Office Locations
1712 Pennington WAY Nichols Hills OK
3129 N.w. 63rd Street Oklahoma Ciity OK
About Wilshire-Pennington Group, Inc.
Wilshire-Pennington Group, Inc. is a Nichols Hills-based RIA with 2 offices. The firm has been operating for 22 years. Managing $52.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$26.4M AVG AUM / ADVISOR
$512.6K AVG AUM / CLIENT
17.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
B
BENJAMIN DANIEL KENNEDY III
Chief Compliance Officer, Chief Investment Officer, President
- CRD
- #1744933
- Ownership
- 75% or more
Available
Available
Available
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B
BENJAMIN DANIEL KENNEDY IV
Chief Investment Officer
- CRD
- #5023746
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,800,000 | $214,320 |
| Non-Discretionary | $0 | -- |
| Total | $52,800,000 | $214,320 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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