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| Select Money Management Inc
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| |
|---|---|
| CRD # | 153256 |
| SEC # | 801-71212 |
| CIK # | |
| AUM | $1.1 BB (2024-05-20) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 949-975-7900 |
| Address | 120 Vantis Drive Aliso Viejo, CA 92656 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 545 | 169.1 |
| (b) Individuals (high net worth individuals) | 214 | 762.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 43 | 54.9 |
| (h) Charitable organizations | 38 | 77.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 44.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,012 | 1,108.2 |
| By Discretionary | ||
| Discretionary | 1,994 | 1,074.6 |
| Non-Discretionary | 18 | 33.7 |
| Total | 2,012 | 1,108.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,108.2 | |
| Total | 2,012 | 1,108.2 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Select Money Management Inc
✚
|
CA | 1.1 |
|
Select Portfolio Management Inc
✚
|
CA | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Ascent Wealth Partners LLC
✚
|
NY | 1.1 |
|
RVW Wealth LLC
✚
|
CA | 1.1 |
|
Petredis Investment Advisors LLC
✚
|
PA | 1.1 |
|
Greene Wealth Management LLC
✚
|
WA | 1.1 |
|
Crossmark Wealth Management LLC
✚
|
TX | 1.1 |
|
Emergent Financial Services LLC
✚
|
VA | 1.1 |
|
Kowal Investment Group LLC
✚
|
WI | 1.1 |
|
TBH Global Asset Management LLC
✚
|
TN | 1.1 |
|
Grassi Investment Management LLC
✚
|
CA | 1.1 |
|
PFG Investments LLC
✚
|
NY | 1.1 |