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Home > Retirement Planners > california > aliso viejo > SELECT MONEY MANAGEMENT, INC.
SELECT MONEY MANAGEMENT, INC.
120 Vantis Drive
Ste 440
Aliso Viejo, California 92656
Tel: 949-975-7900
About SELECT MONEY MANAGEMENT, INC.
SELECT MONEY MANAGEMENT, INC, formally registered with the SEC as SELECT MONEY MANAGEMENT, INC. The firm was established in 03/15/2010. They have over 1 offices throughout the country.
SELECT MONEY MANAGEMENT, INC. is a Aliso Viejo, California based Financial Planning firm with nearly $1,108,209,677 assets under management, offering retirement planning & investment advisory services to 2012 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153256 |
| SEC# | 801-71212 |
| Assets Managed by Firm | $1,108,209,677 |
| No. of Clients | 2012 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2012 | $1,108,209,677 |
| Individuals (other than high net worth individuals) | 545 | $169,053,466 |
| High net worth individuals | 214 | $762,261,196 |
| Pension and profit sharing plans | 43 | $54,884,592 |
| Charitable organizations | 38 | $77,449,612 |
| Corporations or other businesses | 20 | $44,560,811 |
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|---|---|---|---|
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