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SELECT INVESTMENT SERVICES
VIDAL, MICHAEL ANTHONY DBA SELECT INVESTMENT SERVICES
CRD 331739
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $539K |
All web addresses on file
Official SEC filing: View on IAPD