SELECT INVESTMENT SOLUTIONS, LLC

1100 Connecticut Avenue, Nw
Suite 300
Washington, District of Columbia 20036
Tel: 202-833-3700

About SELECT INVESTMENT SOLUTIONS, LLC

SELECT INVESTMENT SOLUTIONS, LLC, formally registered with the SEC as SELECT INVESTMENT SOLUTIONS, LLC. The firm was established in 03/22/2022. They have over 1 offices throughout the country.

SELECT INVESTMENT SOLUTIONS, LLC is a Washington, District of Columbia based Financial Planning firm with nearly $31,170,225 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	318820
SEC#	801-123466
Assets Managed by Firm	$31,170,225
No. of Clients	44
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$31,170,225
High net worth individuals	35	$13,692,902
Charitable organizations	1	$311,725

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