Carin Ruth Amaradio

Select Money Management, INC.

45 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners

Select Money Management, INC.

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

943 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$1.5B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

120 Vantis Drive, Suite 440, Aliso Viejo, CA, 92656

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Carin is a licensed insurance agent since 1979, selling fixed insurance and annuity products, and owns 100% of SPM Insurance Services, Inc., a general insurance agency. Carin also owns 50% of SPM, Inc. (administrative services) and Faithful With Finances, Inc. (financial curriculum publication), is a real estate broker for personal investments, a manager at Select Consulting Group, LLC, and owns FWF CA Properties, LLC for rental properties.