PPrivate Fund Data Log in Join · $37/mo

Select Money Management, Inc.

● SEC registered since 2010CRD 153256SEC# 801-71212Aliso Viejo, CA
Export (members)
Reg. AUM
$1.49B
Employees
8
Accounts
2,304
Location
Aliso Viejo, CA

Select Money Management, Inc. assets under management

Select Money Management, Inc. is an SEC-registered investment adviser based in Aliso Viejo, CA. The firm has been registered since 2010. It reports $1.5 billion in regulatory assets under management and employs 8 people.
www.seia.com/smmView on SEC.gov ↗

Select Money Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Amaradio 2024 Nimcrut ControlTrust50-75%2024
Anthony Joseph Amaradio ControlChief Strategist; Chief Marketing Officer;trusteeUnder 5%2018
Carin Ruth Amaradio ControlPresident;chief Executive Officer;chief Compliance Officer;trustee25-50%2010
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Select Money Management, Inc. manage?

Select Money Management, Inc. reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Select Money Management, Inc. have?

Select Money Management, Inc. reports 8 employees.

Where is Select Money Management, Inc. located?

Select Money Management, Inc. is based in Aliso Viejo, CA and has been SEC-registered since 2010.

Does Select Money Management, Inc. disclose fund performance?

Select Money Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Vantis Drive, Ste 440, Aliso Viejo, CA 92656
Phone3107122323
Fax3107122345
Office hours8:30-5:00
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$1.45B
Non-discretionary$48.3M
Total (RAUM)$1.49B