SELECT MONEY MANAGEMENT, INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.80B |
| Discretionary | $1.76B98% of AUM |
| Non-Discretionary | $43.9M |
| Client Accounts | 2,627 |
| Avg Account Size | $687K |
| Employees | 8 |
| Peak AUM | $1.80BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.8B | +20.8% | +32.0% | +31.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $1.80B |
| Discretionary | $1.76B |
| Employees | 8 |
| Client Accounts | 2627 |
Contact & Location
Address
2121 AVE. OF THE STARS
LOS ANGELES CA 90067
Phone
3107122323
Filing History
46 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.8B
97.6% of AUM
Non-Discretionary
$44M
2.4% of AUM
Disc. mix ▲ 0.8pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Mar 2019
•SRO proceeding/bar
Related Entities (Item 7)
Broker-DealerInvestment AdviserPension Consultant