|
⚲
|
| Keyboard |
| Select Money Management Inc
✚
|
|
|---|---|
| CRD # | 153256 |
| SEC # | 801-71212 |
| CIK # | |
| AUM | 1,804.6 M (2026-03-31) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 310-712-2323 |
| Address | 2121 Ave of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 135.3 |
| (b) Individuals (high net worth individuals) | 399 | 1,400.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 42 | 74.7 |
| (h) Charitable organizations | 46 | 120.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 37 | 73.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,627 | 1,804.6 |
| By Discretionary | ||
| Discretionary | 2,613 | 1,760.7 |
| Non-Discretionary | 14 | 43.9 |
| Total | 2,627 | 1,804.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,803.4 | |
| Total | 2,627 | 1,804.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Select Money Management Inc
✚
|
CA | 1,804.6 M |
|
Select Portfolio Management Inc
✚
|
CA |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berman McAleer LLC
✚
|
MD | 1,821.8 M |
|
Heitman Real Estate Securities LLC
✚
|
IL | 1,821.4 M |
|
Strategic Investment Advisors LLC
✚
|
MI | 1,816.3 M |
|
Financial Synergies Wealth Advisors Inc
✚
|
TX | 1,811.3 M |
|
Versant Capital Management Inc
✚
|
AZ | 1,810.8 M |
|
SLOY Dahl & Holst LLC
✚
|
WA | 1,803.5 M |
|
Summit Financial Wealth Advisors LLC
✚
|
LA | 1,799.4 M |
|
US Bancorp Advisors LLC
✚
|
MN | 1,796.1 M |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1,789.2 M |
|
Parkwoods Wealth Partners LLC
✚
|
MO | 1,785.1 M |