Falists
← Back to search

SELECT INVESTMENT SERVICES

VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES

CRD 331739

Visit website

15 W CARRILLO ST, SANTA BARBARA, CA, 93101, United States

Phone

8056980360

Fax

Registration

— (—)

Source

State registered

Total AUM

$539K

Discretionary AUM

$539K

Team

1 total employees; 1 advisory reps; 8 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersCFO SERVICES

Client types

TypeClientsAUM
Individuals8$539K

All web addresses on file

Official SEC filing: View on IAPD