Wilshire Consulting Group
Located in Beverly Hills, California with over a decade of experience with regulatory and compliance requirements, Wilshire Consulting Group is boutique independent consulting firm that specializes in providing such services to firms within the financial service industry. Our goal is to take a load off of your shoulders so that you can concentrate on things no one else can do for you … TRADE.
Whether you are start-up or a up-and-running firm, Wilshire Consulting Group is dedicated in building, growing your business by taking over and managing the creation and upkeep of the complicated regulatory part of your firm. The service offerings range from Do-It-Yourself to Full-Service; you pick and choose. You and your staff (those that you approve) will be in constant communication with our staff and will have a username and password to your pending and completed documents at all times … all to ensure smooth sailing.
Wilshire Consulting Group is dedicated to your success and continuous growth. The goal is to take
whatever possible off of your plate so that you can better manage your growth. Our services include:
1. Disclosure Document (D-Doc)
2. Offering Memorandum
3. Promotional Reviews & Copy Assistance
4. General Procedures
5. Monthly & Quarterly Performance & Analysis Reporting