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Semir Amin

Select Money Management, INC.
38 Years of Experience
Aliso Viejo, CA
5 DisclosuresBroker
View SEC Summary
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Semir Amin is a registered investment advisor at Select Money Management, INC., based in Aliso Viejo, CA, with 38 years of industry experience. Semir is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,031 clients with $1.8B in assets under management.

Select Money Management, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

Fees range between 0.70% and 2.20% depending on asset allocation strategy, assets under management, complexity, and circumstances. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 Vantis Dr, Suite 440, Aliso Viejo, CA, 92656

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2025
Judgment / Lien
October 2018
Judgment / Lien
November 2006
Customer Dispute
May 2004
Denied
Customer Dispute
May 2001
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Select Money Management, INC.
February 2026 - Present · 8 mos
Seia
October 2025 - Present · 1 yr
Securities Equity GroupBroker
September 2005 - Present · 21 yrs 1 mo
Previous Registrations
Select Money Management, INC.
February 2013 - December 2025 · 12 yrs 10 mos
Select Money Management, INC.
January 2011 - December 2012 · 1 yr 11 mos
Select Portfolio Management INC
March 2006 - October 2025 · 19 yrs 7 mos
Royal Alliance Associates, INC.Broker
April 1996 - August 2005 · 9 yrs 4 mos
Securities America, INC.Broker
December 1993 - April 1996 · 2 yrs 4 mos
Coordinated Capital Securities, INC.Broker
October 1992 - November 1993 · 1 yr 1 mo
Pruco Securities CorporationBroker
April 1991 - October 1992 · 1 yr 6 mos
The Prudential Insurance Company of AmericaBroker
April 1991 - October 1992 · 1 yr 6 mos
Equico Securities, INC.Broker
March 1988 - March 1991 · 3 yrs
The Equitable Life Assurance Society of the United StatesBroker
March 1988 - March 1991 · 3 yrs
The Stuart-James Company, INC.Broker
September 1987 - December 1987 · 3 mos
State Registrations1 state
CA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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