Assets Under Management
$1.5B
Number of Clients
943
Number of Advisors
6
Average Client AUM
$1.6M
AUM per Advisor
$249.0M
Compensation
Fee-Only (AUM)
Select Money Management, Inc. provides general investment advisory services for individuals and businesses, including pension and retirement plans. They also offer access to the AssetMark Platform and a wrap fee program. The firm manages assets on both a discretionary and non-discretionary basis.
120 Vantis Drive, Ste 440, Aliso Viejo, CA, 92656