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SELECT MONEY MANAGEMENT, INC.
CRD 153256File 801-71212
APPROVED
Retail clients
Disclosure events
Filing as of Aug 17, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 943 | 1,031 | increased by88 |
| Apr 1, 2026 | AUM | $1,493,943,360 | $1,804,636,978 | increased by$310,693,618 |
| Apr 1, 2026 | Accounts | 2,304 | 2,627 | increased by323 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 721 | 943 | increased by222 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $650,443,158 | $1,493,943,360 | increased by$843,500,202 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,844 | 2,304 | increased by460 |
| Apr 1, 2022 | Clients | 652 | 721 | increased by69 |
| Apr 1, 2022 | AUM | $467,051,183 | $650,443,158 | increased by$183,391,975 |
| Apr 1, 2022 | Accounts | 1,450 | 1,844 | increased by394 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SELECT MONEY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SELECT MONEY” may also match similarly-named firms). Confirm identity against each filing.
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.