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Building 2SELECT INVESTMENT SOLUTIONS, LLC

Map pinWASHINGTON, DC
Phone202-833-3700
NotebookSEC #801-123466
Total AUM
$37.1M
Employees
5
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 CONNECTICUT AVENUE, NW
SUITE 300
WASHINGTON
DC 20036
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
202-833-3700

ReceiptFinancials

Total AUM
$37.1M
Accounts
41
Discretionary
$37.1M
Accounts
41
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
24
AUM
$16.1M
Pooled Vehicle Clients
1
AUM
$12.5M
Other Clients
7
AUM
$8.5M
Description of Other Clients
NON-PROFIT/EDUCATION

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
DCMDTXVA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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