SELECT MONEY MANAGEMENT, INC.
Adviser information for SELECT MONEY MANAGEMENT, INC. last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 8 |
| Registered Broker-Dealer Representatives | 7 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 5 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,994 | $1.1B |
| Non-Discretionary | 18 | $33.7M |
| Total | 2,012 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 545 | $169.1M |
| HNW Individuals | 214 | $762.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 43 | $54.9M |
| Charitable organizations | 38 | $77.4M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 20 | $44.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 0 |
| Portfolio Manager | 0 |
| Both for Same | 975.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| SELECT MONEY MANAGEMENT WRAP FEE PROGRAM | SELECT MONEY MANAGEMENT, INC. |
| SELECT MONEY MANAGEMENT AMP WRAP FEE PROGRAM | SELECT MONEY MANAGEMENT, INC. |
Identifiers
| SEC RIA File Number | 801-71212 |
|---|---|
| SEC ERA File Number | 801-71212 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153256 |
| Legal Entity Identifier | None |
Principal Office
26800 ALISO VIEJO PKWYSTE 150
ALISO VIEJO
CA
United States
Monday - Friday, 8:30-5:00
Tel: 949-975-7900, Fax: 949-900-8181
Websites
Chief Compliance Officer
CARIN R. AMARADIO
PRESIDENT,CEO, CCO
26800 ALISO VIEJO PARKWAY
SUITE 150
ALISO VIEJO
CA
United States
Tel:
949-975-7900
Fax:
949-900-8168
C*************@******************M
(Full email address available in API data)
Regulatory Contact
LAURIE A. THOMPSON
VICE PRESIDENT, COO, CO
26800 ALISO VIEJO PARKWAY
SUITE 150
ALISO VIEJO
CA
United States
Tel:
949-975-7900
Fax:
949-900-8182
L**************@******************M
(Full email address available in API data)
Industry Affiliates
| CARIN R. AMARADIO | Real estate broker or dealer |
| SECURITIES EQUITY GROUP | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| SELECT PORTFOLIO MANAGEMENT INC | Other investment adviser, including financial planners |
| SPM INSURANCE SERVICES, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| AMARADIO, CARIN, RUTH | Individual | – | PRESIDENT;CHIEF EXECUTIVE OFFICER;CHIEF COMPLIANCE OFFICER | 02/2010 | > 75% |
| THOMPSON, LAURIE, ANN | Individual | – | VICE PRESIDENT;CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER | 02/2013 | < 5% |
| AMARADIO, ANTHONY, JOSEPH | Individual | – | CHIEF STRATEGIST; CHIEF MARKETING OFFICER | 03/2018 | < 5% |