CG
CG

Christopher Garcia

16 Years of Experience
San Diego, CA

Christopher Garcia is a registered investment advisor at Wilshire Quinn Capital, INC., based in San Diego, CA, with 16 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 1 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$188.4M average
Assets Under Management
$188.4M

Fee Structure

Investment management only (planning not offered)

Wilshire Quinn Capital manages the Wilshire Quinn Income Fund and receives compensation as follows:

  • Asset Management Fee: 2% of the total fund capital, calculated and paid monthly.
  • Net Profits Participation: 20% of the net profits, distributed monthly.
  • Loan Servicing Fee: Up to 0.5% of the principal amount of each fund loan, payable monthly, if Wilshire Quinn Capital services the loans itself.
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Location

2550 Fifth Avenue, Suite 1070, San Diego, CA, 92103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wilshire Quinn Capital, INC.
May 2023 - Present · 3 yrs
Previous Registrations
Wilshire Quinn Capital, INC.
August 2008 - July 2022 · 13 yrs 11 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Garcia - Financial Advisor | TrueAdvisor