Select Money Management, INC.
Los Angeles, CA·SEC-registered · CRD #153256
Select Money Management, INC. is an SEC-registered investment advisory firm in Los Angeles, CA managing $1.8B across 2.6k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
2.6k
Advisory staff
8
Fee model
Fee-only
How Select Money Management, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Select Money Management, INC.
How much does Select Money Management, INC. manage?
Per its most recent SEC Form ADV filing (03/31/2026), Select Money Management, INC. reports $1.8B in regulatory assets under management across roughly 2.6k client accounts.
How does Select Money Management, INC. charge?
Select Money Management, INC. is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Select Money Management, INC. a fiduciary?
Yes. Select Money Management, INC. is registered with the U.S. Securities and Exchange Commission (CRD #153256), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Select Money Management, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Select Money Management, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Select Money Management, INC.'s public SEC Form ADV filing (CRD #153256, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Select Money Management, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Select Money Management, INC.? Claim this profile.