$1.8B Total AUM
$1.8B Disc. AUM
32.0% 3Y CAGR
8 Employees
1,031 ADV. Clients
16 yrs Firm Age
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- Custodian
- Assetmark ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2010
- Office Locations
- 2
Office Locations
120 Vantis Drive STE 440 Aliso Viejo CA
2121 Ave. OF THE Stars Suite 1600 LOS Angeles CA
About Select Money Management, Inc.
Select Money Management, Inc. is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 16 years. Managing $1.8B in total assets under management, with 8 advisory representatives. They custody assets with Assetmark and Fidelity/NFS.
Team overview
-- AVG AGE
$225.6M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
0.5 yrs AVG TENURE
8 Employees
8 Advisory Reps
8 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
A
ALEX KIM
Director
- CRD
- #7119162
- Ownership
- Less than 5%
Available
Available
Available
S
Stephen V Masterson
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
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Available
Showing 2 of 4 owners & executives
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A
Anthony Joseph Amaradio
--
- CRD
- #856933
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DANIEL AMARADIO
Partner
- CRD
- #1571991
Available
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Available
Showing 2 of 10 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,760,712,531 | $673,828 |
| Non-Discretionary | $43,924,447 | $3,137,461 |
| Total | $1,804,636,978 | $686,957 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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