SELECT MONEY MANAGEMENT, INC.
CRD #153256 SEC #801-71212 ALISO VIEJO, CA 949-975-7900
SEC Registered Disclosures
Total AUM
$1.5B
Discretionary
$1.4B
Employees
8
Clients
--
Accounts
2,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.5B | $1.4B | $48.3M | 8 | 0 |
| Oct 2025 | $1.5B | $1.4B | $48.3M | 8 | 0 |
| Aug 2025 | $1.5B | $1.4B | $48.3M | 8 | 0 |
| Mar 2025 | $1.5B | $1.4B | $48.3M | 8 | 0 |
| May 2024 | $1.1B | $1.1B | $33.7M | 8 | 0 |
| Mar 2024 | $1.1B | $1.1B | $33.7M | 8 | 0 |
| Mar 2024 | $1.1B | $1.1B | $33.7M | 8 | 0 |
| Mar 2023 | $784M | $760.1M | $23.9M | 8 | 0 |
| Oct 2022 | $650.4M | $629.7M | $20.8M | 8 | 0 |
| Mar 2022 | $650.4M | $629.7M | $20.8M | 8 | 0 |
| Mar 2021 | $467.1M | $432.9M | $34.1M | 8 | 0 |
| Jun 2020 | $345M | $317M | $28.1M | 8 | 0 |
| Mar 2020 | $345M | $317M | $28.1M | 8 | 0 |
| Mar 2019 | $250.8M | $225.7M | $25.1M | 8 | 0 |
| Jan 2019 | $238.5M | $224.6M | $13.9M | 7 | 0 |
| Dec 2018 | $238.5M | $224.6M | $13.9M | 7 | 0 |
| Dec 2018 | $238.5M | $224.6M | $13.9M | 7 | 0 |
| Oct 2018 | $238.5M | $224.6M | $13.9M | 7 | 0 |
| Apr 2018 | $263M | $232.3M | $30.7M | 7 | 0 |
| Apr 2018 | $263M | $232.3M | $30.7M | 7 | 0 |
| Mar 2018 | $263M | $232.3M | $30.7M | 7 | 0 |
| Jan 2018 | $201.3M | $174.5M | $26.8M | 7 | 0 |
| Mar 2017 | $201.3M | $174.5M | $26.8M | 7 | 1,000 |
| Apr 2016 | $178.4M | $151.9M | $26.5M | 7 | 1,000 |
| Mar 2016 | $178.4M | $151.9M | $26.5M | 7 | 1,000 |
| Jan 2016 | $150.9M | $127M | $23.9M | 7 | 1,000 |
| Apr 2015 | $150.9M | $127M | $23.9M | 7 | 1,000 |
| Mar 2015 | $150.9M | $127M | $23.9M | 7 | 1,000 |
| Jun 2014 | $130.8M | $112M | $18.8M | 7 | 800 |
| Mar 2014 | $130.8M | $112M | $18.8M | 7 | 800 |
| Apr 2013 | $117M | $87.7M | $29.2M | 7 | 800 |
| Mar 2013 | $117M | $87.7M | $29.2M | 7 | 800 |
| Feb 2013 | $94.5M | $70.9M | $23.6M | 5 | 700 |
| Feb 2013 | $94.5M | $70.9M | $23.6M | 5 | 700 |
| Apr 2012 | $94.5M | $70.9M | $23.6M | 6 | 700 |
| Aug 2011 | $20.4M | $20.4M | $0 | 10 | -- |
| Aug 2011 | $20.4M | $20.4M | $0 | 10 | -- |
| Apr 2011 | $20.4M | $20.4M | $0 | 10 | -- |
DateNov 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.3M
Employees8
Clients0
DateOct 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.3M
Employees8
Clients0
DateAug 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.3M
Employees8
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$48.3M
Employees8
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.7M
Employees8
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.7M
Employees8
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$33.7M
Employees8
Clients0
DateMar 2023
Total AUM$784M
Discretionary$760.1M
Non-Disc.$23.9M
Employees8
Clients0
DateOct 2022
Total AUM$650.4M
Discretionary$629.7M
Non-Disc.$20.8M
Employees8
Clients0
DateMar 2022
Total AUM$650.4M
Discretionary$629.7M
Non-Disc.$20.8M
Employees8
Clients0
DateMar 2021
Total AUM$467.1M
Discretionary$432.9M
Non-Disc.$34.1M
Employees8
Clients0
DateJun 2020
Total AUM$345M
Discretionary$317M
Non-Disc.$28.1M
Employees8
Clients0
DateMar 2020
Total AUM$345M
Discretionary$317M
Non-Disc.$28.1M
Employees8
Clients0
DateMar 2019
Total AUM$250.8M
Discretionary$225.7M
Non-Disc.$25.1M
Employees8
Clients0
DateJan 2019
Total AUM$238.5M
Discretionary$224.6M
Non-Disc.$13.9M
Employees7
Clients0
DateDec 2018
Total AUM$238.5M
Discretionary$224.6M
Non-Disc.$13.9M
Employees7
Clients0
DateDec 2018
Total AUM$238.5M
Discretionary$224.6M
Non-Disc.$13.9M
Employees7
Clients0
DateOct 2018
Total AUM$238.5M
Discretionary$224.6M
Non-Disc.$13.9M
Employees7
Clients0
DateApr 2018
Total AUM$263M
Discretionary$232.3M
Non-Disc.$30.7M
Employees7
Clients0
DateApr 2018
Total AUM$263M
Discretionary$232.3M
Non-Disc.$30.7M
Employees7
Clients0
DateMar 2018
Total AUM$263M
Discretionary$232.3M
Non-Disc.$30.7M
Employees7
Clients0
DateJan 2018
Total AUM$201.3M
Discretionary$174.5M
Non-Disc.$26.8M
Employees7
Clients0
DateMar 2017
Total AUM$201.3M
Discretionary$174.5M
Non-Disc.$26.8M
Employees7
Clients1,000
DateApr 2016
Total AUM$178.4M
Discretionary$151.9M
Non-Disc.$26.5M
Employees7
Clients1,000
DateMar 2016
Total AUM$178.4M
Discretionary$151.9M
Non-Disc.$26.5M
Employees7
Clients1,000
DateJan 2016
Total AUM$150.9M
Discretionary$127M
Non-Disc.$23.9M
Employees7
Clients1,000
DateApr 2015
Total AUM$150.9M
Discretionary$127M
Non-Disc.$23.9M
Employees7
Clients1,000
DateMar 2015
Total AUM$150.9M
Discretionary$127M
Non-Disc.$23.9M
Employees7
Clients1,000
DateJun 2014
Total AUM$130.8M
Discretionary$112M
Non-Disc.$18.8M
Employees7
Clients800
DateMar 2014
Total AUM$130.8M
Discretionary$112M
Non-Disc.$18.8M
Employees7
Clients800
DateApr 2013
Total AUM$117M
Discretionary$87.7M
Non-Disc.$29.2M
Employees7
Clients800
DateMar 2013
Total AUM$117M
Discretionary$87.7M
Non-Disc.$29.2M
Employees7
Clients800
DateFeb 2013
Total AUM$94.5M
Discretionary$70.9M
Non-Disc.$23.6M
Employees5
Clients700
DateFeb 2013
Total AUM$94.5M
Discretionary$70.9M
Non-Disc.$23.6M
Employees5
Clients700
DateApr 2012
Total AUM$94.5M
Discretionary$70.9M
Non-Disc.$23.6M
Employees6
Clients700
DateAug 2011
Total AUM$20.4M
Discretionary$20.4M
Non-Disc.$0
Employees10
Clients--
DateAug 2011
Total AUM$20.4M
Discretionary$20.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$20.4M
Discretionary$20.4M
Non-Disc.$0
Employees10
Clients--