Select Money Management, Inc.
● SEC registered since 2010CRD 153256SEC# 801-71212Los Angeles, CA
Reg. AUM
$1.8B
Employees
8
Accounts
2,627
Location
Los Angeles, CA
Select Money Management, Inc. assets under management
Select Money Management, Inc. is an SEC-registered investment adviser based in Los Angeles, CA. The firm has been registered since 2010. It reports $1.8 billion in regulatory assets under management and employs 8 people.
Select Money Management, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Kim Control | Deputy Compliance Officer | Under 5% | 2026 |
| Eric Zachary Rosen Control | Chief Operating Officer | Under 5% | 2026 |
| Eric Zachary Rosen Control | Chief Compliance Officer | Under 5% | 2026 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Select Money Management, Inc. manage?
Select Money Management, Inc. reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Select Money Management, Inc. have?
Select Money Management, Inc. reports 8 employees.
Where is Select Money Management, Inc. located?
Select Money Management, Inc. is based in Los Angeles, CA and has been SEC-registered since 2010.
Does Select Money Management, Inc. disclose fund performance?
Select Money Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2121 Ave. of the Stars, Suite 1600, Los Angeles, CA 90067 |
| Phone | 3107122323 |
| Fax | 3107122345 |
| Office hours | 8:30-5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.8B▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.8Bregulatory AUM
Discretionary $1.76BNon-discretionary $43.9M