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SELECT MONEY MANAGEMENT, INC.
CRD 153256File 801-71212
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.80B
Top 25% of cohort (national)
Discretionary AUM
$1.76B
Non-discretionary $43.9M
Clients
1,031
2,627 accounts
Employees
8
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 15, 2010
- Principal office
- 2121 AVE. OF THE STARS, SUITE 1600, LOS ANGELES, CA, 90067
- Phone
- 3107122323
- Website
- https://www.seia.com/smm/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.80B
- Discretionary AUM
- $1.76B
- Non-discretionary AUM
- $43.9M
- Discretionary accounts
- 2,613
- Non-discretionary accounts
- 14
- Total accounts
- 2,627
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $73.8M |
| Charitable organizations | 46 | $120.0M |
| High net worth individuals | 399 | $1.40B |
| Pension and profit sharing plans | 42 | $74.7M |
| Individuals (other than high net worth individuals) | 507 | $135.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.