Selected Objectives LLC

Overview

Selected Objectives LLC is a small, individually owned limited liability company that provides discretionary portfolio management services. Its stated advisory activities cover portfolio management for individuals and small businesses as well as for business or institutional clients. The firm charges fees based on a percentage of assets under management. The dataset notes that Selected Objectives LLC is not active on ESG investing, is not a multi-state adviser, and does not identify as a pension consultant or a capital allocator. An industry affiliation with an insurance company is recorded, which could point to a relationship with an insurer or a distribution channel tied to insurance products; the dataset does not detail the nature of that connection. Registration details such as the SEC registration year are not provided in the available record, and the public profile contains limited information about personnel, scale, or service specifics.

Location & Offices