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| Happy Holidays!! thanks for using AUM13F!! |
| Select Money Management Inc
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|---|---|
| CRD # | 153256 |
| SEC # | 801-71212 |
| CIK # | |
| AUM | $1.5 B (2025-03-24) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 949-975-7900 |
| Address | 120 Vantis Drive Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 535 | 183.5 |
| (b) Individuals (high net worth individuals) | 290 | 1,077.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 70 | 111.0 |
| (h) Charitable organizations | 24 | 64.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 24 | 57.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,304 | 1,493.9 |
| By Discretionary | ||
| Discretionary | 2,284 | 1,445.7 |
| Non-Discretionary | 20 | 48.3 |
| Total | 2,304 | 1,493.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 1,492.9 | |
| Total | 2,304 | 1,493.9 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Select Money Management Inc
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|
CA | 1.5 |
|
Select Portfolio Management Inc
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|
CA | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Ironwood Investment Counsel LLC
✚
|
AZ | 1.5 |
|
Mar Vista Investment Partners LLC
✚
|
CA | 1.5 |
|
Mas Advisors LLC
✚
|
FL | 1.5 |
|
NBT Capital Management Inc
✚
|
NY | 1.5 |
|
Martin & Company Inc
✚
|
TN | 1.5 |
|
WBH Advisory Inc
✚
|
MD | 1.5 |
|
SNS Financial Group LLC
✚
|
MN | 1.5 |
|
Stifel Capital Management LLC
✚
|
NY | 1.5 |
|
Trivium Point Advisory LLC
✚
|
CT | 1.5 |
|
Magnolia Capital Advisors LLC
✚
|
MS | 1.5 |