Investment adviser · CRD 153256
SELECT MONEY MANAGEMENT, INC.
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Aug 17, 2026
- Regulatory AUM
- $1.8B Form ADV · Item 5.F
- Client accounts
- 2,627 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 399 | $1,400,855,179 | 77.6% |
| Individuals | 507 | $135,317,596 | 7.5% |
| Charities | 46 | $119,980,976 | 6.6% |
| Retirement plans | 42 | $74,671,407 | 4.1% |
| Corporations & businesses | 37 | $73,811,820 | 4.1% |
Filing source
Form ADV 2126378 · Aug 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 17, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
2121 AVE. OF THE STARS, SUITE 1600LOS ANGELES, CA, 90067, United States
CRD 153256
Filing source
Form ADV 2126378 · Aug 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.