Select Investment Solutions, LLC

Assets Under Management

$31.2M

Number of Clients

44

Number of Advisors

2

Average Client AUM

$708K

AUM per Advisor

$15.6M

Compensation

Fee-Only (AUM)

About This Firm

Founded in 2022, Select Investment Solutions offers targeted investment strategies for individuals and institutions on a discretionary basis. The firm uses separate accounts or limited partnerships as investment vehicles. Select determines asset allocation, uses third-party managers, and/or selects individual securities. It also provides full operational support.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementHigh Net Worth
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Location

1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036

2 Advisors at this firm

Select Investment Solutions, Llc | TrueAdvisor