Select Portfolio Management - Crunchbase Company Profile & Funding

Overview

Select Portfolio Management

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Select Portfolio Management

CB Rank

1285875

Select Portfolio Management is an investment advisory and wealth management company.

Private

Aliso Viejo, California, United States

11-50

selectportfolio.com/

Advice

Finance

Financial Services

Wealth Management

Details

Legal Name

Select Portfolio Management, Inc.

Also Known As

SPM

Operating Status

Active

Company Type

For Profit

Phone Number

800-445-9822

Contact Email

info@selectportfolio.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Tactically-Managed Portfolios

Investment portfolios managed according to each client's specific risk tolerance.

Financial Goal Planning Services

A financial planning service that involves clients actively in setting and managing their financial goals using current technology.

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Financials

Market Intelligence

People

View Profiles & Contacts

Headcount

11-50

Contacts

News

Technology

View Tech Report

Monthly Web Visits

370

138.71%

in past month

IT Spend

$410.2K

This year,

Select Portfolio Management

is projected to spend

$410.2K

on IT, according to Aberdeen.

Interest Signals

Topic	Surge Score
Windows 11	94
Social Retargeting	92
InMotion	92

Active Website Tech Count

Select Portfolio Management

is actively using

technologies for its website, according to BuiltWith. These include

CommonCrawl Top 50m

Apache

, and

Cox Communications

Lists Featuring This Company

United States Wealth Management Companies (Top 10K)

10,000 Number of Organizations • $86.8B Total Funding Amount • 1,749 Number of Investors

Wealth Management Companies With Fewer Than 50 Employees (Top 10K)

9,715 Number of Organizations • $7.7B Total Funding Amount • 1,874 Number of Investors

Wealth Management Companies With Fewer Than 100 Employees (Top 10K)

9,854 Number of Organizations • $10.5B Total Funding Amount • 2,291 Number of Investors

Wealth Management Companies (Top 10K)

9,738 Number of Organizations • $231.5B Total Funding Amount • 3,863 Number of Investors

Sub-Organizations

Frequently Asked Questions

Where is

Select Portfolio Management

's headquarters?

Select Portfolio Management

is located in

Aliso Viejo, California, United States

Who are

Select Portfolio Management

's competitors? Alternatives and possible competitors to

Select Portfolio Management

may include

Betterment

Morgan Stanley

, and

UBS