Select Money Management, Inc.
SEC RegisteredAbout the firm
SEIA is a registered investment advisory firm offering investment management and financial planning. SEIA combines its foundations in investment management and financial planning with advisory services to create a truly customized client experience, with holistic wealth management covering all elements of a client's financial life. As of October 17, 2025, Select Money Management became a part of SEIA - The Select Group.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
SEIA offers wealth management, investment management, comprehensive financial planning, investment solutions, risk management, tax planning, trust and estate planning, business advisory services, and wealth counseling. The firm provides discretionary and non-discretionary asset allocation investment platforms including Signature Elite, Signature Allocation Series, and Signature Target Strategies.
Who they serve
High-net-worth individuals, families, couples, partners, and businesses including ERISA fiduciaries
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 507 | $135M |
| High Net Worth Individuals | 399 | $1.4B |
| Charitable Organizations | 42 | $75M |
| State/Municipal Entities | 46 | — |
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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