AdFi
SM

SELECT MONEY MANAGEMENT, INC.

SEC Registered
LOS ANGELES, CAhttps://seia.com/smm3107122323
Assets Under Management
$1B–$5B
Employees
8
Office Locations
1 office
Total Accounts
2627

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthState/Municipal

Services

investment_managementfinancial_planningestate_planningtax_planninginsurancewealth_managementrisk_management

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)507$135M
High Net Worth Individuals399$1.4B
Charitable Organizations42$75M
State/Municipal Entities46

0 total clients reported on Form ADV.

Leadership

Carin Ruth Amaradio
PRESIDENT;CHIEF EXECUTIVE OFFICER;CHIEF COMPLIANCE OFFICER
Laurie Ann Thompson
VICE PRESIDENT;CHIEF OPERATIONS OFFICER; COMPLIANCE OFFICER
Anthony Joseph Amaradio
CHIEF STRATEGIST; CHIEF MARKETING OFFICER

Office locations

1 office in 1 state
CA
LOS ANGELESHQ

Advisors at this firm

7 advisors in the directory

Regulatory & compliance

CRD number
#153256
SEC Number
801-71212
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM

Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SELECT MONEY MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

SELECT MONEY MANAGEMENT, INC. in LOS ANGELES, CA - Financial Advisory Firm | AdvisorFinder