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First Wilshire Securities Management

Finance · California, United States · <25 Employees

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About

Headquarters

1214 E Green St Ste 104, Pasadena, California, ...

Phone Number

(626) 796-6622

Revenue

<$5 Million

Industry

Finance General Finance

Most Recent Scoops

Jan 24 2025
Funding
Apr 7 2020
Funding
First Wilshire Securities Management has received an SBA PPP loan for $150,000-350,000 from East West Bank, supporting the retention of 11 jobs.
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Highlights

<$5M

Total Funding Amount

<$5M

Most Recent Funding Amount

1

Number of Funding Rounds

View details

Who is First Wilshire Securities Management

First Wilshire Securities Management, founded in 1977, is an employee-owned boutique investment manager based in Pasadena, California, serving high-net-worth individuals and institutional investors. The firm follows a value investing philosophy to identify companies with promising prospects at attractive prices and focuses primarily on small-cap companies. Their Portfolio Managers are committed to holding these investments until their value is recognized, aiming to provide above-market returns. With a dedicated team averaging 16 years of experience, First Wilshire emphasizes personalized client service and long-term client relationships.Explore more
First Wilshire Securities Management's Social MediaPopular SearchesFirst Wilshire Securities Management IncFirst Wilshire Finance LLCFirst Wilshire Securities IncFirst Wilshire Securities ManagementWilshire Securities IncSIC Code 61,616NAICS Code 52,522Show more

First Wilshire Securities Management Org Chart

Howard Lu

Chief Executive Officer & Portfolio Manager

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Peter Dorinson

President

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First Wilshire Securities...

<$5M
-
Howard Lu Top Executive
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First Wilshire Securities Management financials insights

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First Wilshire Securities Management Employee Growth Rate

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First Wilshire Securities Management Tech Stack

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Frequently Asked Questions Regarding First Wilshire Securities Management

Where is First Wilshire Securities Management located?
First Wilshire Securities Management's headquarters are located at 1214 E Green St Ste 104, Pasadena, California, 91106, United States
What is First Wilshire Securities Management's phone number?
First Wilshire Securities Management's phone number is (626) 796-6622
What is First Wilshire Securities Management's official website?
First Wilshire Securities Management's official website is www.firstwilshire.com
What is First Wilshire Securities Management's Revenue?
First Wilshire Securities Management's revenue is <$5 Million
What is First Wilshire Securities Management's SIC code?
First Wilshire Securities Management's SIC: 61,616
What is First Wilshire Securities Management's NAICS code?
First Wilshire Securities Management's NAICS: 52,522
How many employees does First Wilshire Securities Management have?
First Wilshire Securities Management has <25 employees
What industry does First Wilshire Securities Management belong to?
First Wilshire Securities Management is in the industry of: Finance General, Finance
What is First Wilshire Securities Management competition?
First Wilshire Securities Management top competitors include: Glovista Investments, Insight Advisors, Teton Advisors, Dearborn Partners
What technology does First Wilshire Securities Management use?
Some of the popular technologies that First Wilshire Securities Management uses are: WordPress.org, PHP, AppRiver, Google Cloud Web Serving
Who is the CEO of First Wilshire Securities Management?
First Wilshire Securities Management's CEO is Howard Lu
How do I contact First Wilshire Securities Management?
First Wilshire Securities Management contact info: Phone number: (626) 796-6622 Website: www.firstwilshire.com
What does First Wilshire Securities Management do?

First Wilshire Securities Management, founded in 1977, is an employee-owned boutique investment manager based in Pasadena, California, serving high-net-worth individuals and institutional investors. The firm follows a value investing philosophy to identify companies with promising prospects at attractive prices and focuses primarily on small-cap co... mpanies. Their Portfolio Managers are committed to holding these investments until their value is recognized, aiming to provide above-market returns. With a dedicated team averaging 16 years of experience, First Wilshire emphasizes personalized client service and long-term client relationships.Read More

What are First Wilshire Securities Management social media links?
First Wilshire Securities Management Linkedin page
How much funding has First Wilshire Securities Management raised to date?
First Wilshire Securities Management has raised <$5 Million in 1 funding round
When was the last funding round for First Wilshire Securities Management?
First Wilshire Securities Management closed its last funding round on Apr 07, 2020 with the amount of <$5 Million
Is First Wilshire Securities Management a public company?
First Wilshire Securities Management is private company therefore does not currently have an official ticker symbol
See more information about First Wilshire Securities Management

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