SELECT INVESTMENT SERVICES

SELECT INVESTMENT SERVICES of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 331739). Regulatory assets under management: $539K.

Registration

• CRD: 331739
• Type: Registered investment adviser
• Location: 15 W CARRILLO ST, SANTA BARBARA, CA, 93101
• Phone: 8056980360
• Latest filing: 2026-03-12
• Regulatory AUM: $539K
• Discretionary AUM: $539K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search