Select Money Management, Inc.
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 153256
- Registered since
- March 15, 2010
- Custodians
- ASSETMARK TRUST CO., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.63%
- Individuals7.5%
- Charitable Organizations6.65%
- Pension & Profit Sharing Plans4.14%
- Corporations / Businesses4.09%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Select Money Management, Inc. is a SEC‑registered corporate adviser (registered in 2010) that serves both individuals/families and institutional clients. The firm charges fees as a percentage of assets under management and provides portfolio management for individuals and small businesses while also engaging in the selection of other advisers. It identifies as a capital allocator and reports industry affiliations that include a broker‑dealer, another investment adviser, and an insurance company. ESG is not indicated as an active focus, and the adviser is not positioned as a multi‑state or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents8%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Eric Rosen
Chief Operating OfficerCRD 6181478
Alex Kim
Chief Compliance OfficerCRD 7119162
Stephen Masterson
Chief Financial OfficerCRD 6661574
Contacts
3 of 7
Anthony Amaradio
Managing Senior PartnerCRD 856933
Gary Mccarver
Director of Financial PlanningCRD 866341
Anthony Pizzo
Senior TraderCRD 6083640
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 2121 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
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