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Home > Retirement Planners > virginia > forest > SELECTIVE WEALTH MANAGEMENT, INC.
SELECTIVE WEALTH MANAGEMENT, INC.
1149 Vista Park Drive
Unit D
Forest, Virginia 24551
Tel: 434-515-1517
About SELECTIVE WEALTH MANAGEMENT, INC.
SELECTIVE WEALTH MANAGEMENT, INC, formally registered with the SEC as SELECTIVE WEALTH MANAGEMENT, INC. The firm was established in 10/28/2016. They have over 7 offices throughout the country.
SELECTIVE WEALTH MANAGEMENT, INC. is a Forest, Virginia based Financial Planning firm with nearly $441,654,156 assets under management, offering retirement planning & investment advisory services to 1935 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164882 |
| SEC# | 801-108568 |
| Assets Managed by Firm | $441,654,156 |
| No. of Clients | 1935 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1935 | $441,654,156 |
| Individuals (other than high net worth individuals) | 623 | $121,548,241 |
| High net worth individuals | 178 | $303,534,278 |
| Charitable organizations | 1 | $6,476 |
| Corporations or other businesses | 5 | $13,752,455 |
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