A complete list of active advisors currently associated with First Wilshire Securities Management, Inc.

Warmer can help you find a great advisor at First Wilshire Securities Management, Inc. or one who fits your needs even better.

First Wilshire provides discretionary investment management to individuals (including high‑net‑worth clients), corporate and charitable entities, and also manages pooled investment vehicles through two affiliated private funds. Its service offerings include separately managed accounts, custom portfolio management, and periodic financial review services. The firm employs a value‑oriented, small‑ and micro‑cap equity investment style for most separately managed accounts, relying on fundamental analysis supported by company contact, on‑site visits, filings and other research sources; custom portfolios are designed using tactical allocation to reflect specific client objectives. Investment decisions are made by an investment committee, and the firm uses block trading and algorithmic execution tools as part of its trading and allocation processes. What distinguishes First Wilshire from many peers is its role as a sponsor/manager of affiliated private funds and its management of pooled vehicles alongside individual accounts; these funds are managed under incentive fee arrangements with hurdle provisions that differ from its asset‑based SMA fees. The funds may pursue investments (for example, options and private placements) that are not generally available to SMAs, and the firm describes allocation procedures, compliance reviews and restrictions (such as prohibiting fund net‑short positions in SMA holdings) to address potential conflicts arising from overlapping securities and employee investments in the funds.

To learn more about the advisors currently working at First Wilshire Securities Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.