Select Portfolio Management Inc
CRD 107228SEC# 801-44268Aliso Viejo, CA
No longer SEC-registered. Select Portfolio Management Inc appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
8
Accounts
—
Location
Aliso Viejo, CA
Select Portfolio Management Inc assets under management
Select Portfolio Management Inc is an SEC-registered investment adviser based in Aliso Viejo, CA. It employs 8 people.
Select Portfolio Management Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Joseph Amaradio Control | President; Chief Strategist; Chief Marketing Officer | Under 5% | 2018 |
| Carin Ruth Amaradio Control | Chief Executive Officer; Chief Compliance Officer | Over 75% | 1993 |
| Laurie Ann Thompson Control | Vice President; Chief Operations Officer; Compliance Officer | Under 5% | 2013 |
Frequently asked questions
How many employees does Select Portfolio Management Inc have?
Select Portfolio Management Inc reports 8 employees.
Where is Select Portfolio Management Inc located?
Select Portfolio Management Inc is based in Aliso Viejo, CA.
Does Select Portfolio Management Inc disclose fund performance?
Select Portfolio Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 120 Vantis Drive, Suite 440, Aliso Viejo, CA 92656 |
| Office hours | 8:30a.m.-5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 47%
More than 53% of 16,825 advisers