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Select Portfolio Management Inc

CRD 107228SEC# 801-44268Aliso Viejo, CA
Export (members)
No longer SEC-registered. Select Portfolio Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
8
Accounts
—
Location
Aliso Viejo, CA

Select Portfolio Management Inc assets under management

Select Portfolio Management Inc is an SEC-registered investment adviser based in Aliso Viejo, CA. It employs 8 people.
View on SEC.gov ↗

Select Portfolio Management Inc owners & executives

3 reported
NameTitleOwnershipSince
Anthony Joseph Amaradio ControlPresident; Chief Strategist; Chief Marketing OfficerUnder 5%2018
Carin Ruth Amaradio ControlChief Executive Officer; Chief Compliance OfficerOver 75%1993
Laurie Ann Thompson ControlVice President; Chief Operations Officer; Compliance OfficerUnder 5%2013

Frequently asked questions

How many employees does Select Portfolio Management Inc have?

Select Portfolio Management Inc reports 8 employees.

Where is Select Portfolio Management Inc located?

Select Portfolio Management Inc is based in Aliso Viejo, CA.

Does Select Portfolio Management Inc disclose fund performance?

Select Portfolio 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, Suite 440, Aliso Viejo, CA 92656
Office hours8:30a.m.-5:00p.m.
Discloses disciplinary historyNo