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SELECT MONEY MANAGEMENT, INC.
CRD 153256 · SEC 801-71212
2121 AVE. OF THE STARS, SUITE 1600, LOS ANGELES, CA, 90067, United States
Phone
3107122323
Fax
3107122345
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.80B
Discretionary AUM
$1.76B
Team
8 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 507 | $135.3M |
| High net worth individuals | 399 | $1.40B |
| Pension/profit sharing plans | 42 | $74.7M |
| Charitable organizations | 46 | $120.0M |
| Corporations/business entities | 37 | $73.8M |
States served
VT, AL, AK, AZ, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, MD, MA, MI, MN, MS, MT, NE, NV, NM, NY, NC, ND, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD