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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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