Company Overview
- Website
- select-asset.com
- Phone
- (713) 843-7370
- Employees
- 5
- Industry
- Investment Bank/Securities Brokerage
- SIC Code
-
6722 - Management Investment Offices, Open-end
Financials & Stats
Revenue
$3B
Recent News & Media
Joseph Guerrisi | Select Asset Management & Trust
- Jun 23, 2025
- cpbj.com
Joseph Guerrisi
- Mar 28, 2025
- cpbj.com
Meet CPBJ’s 2024 Power List for Banking, Finance, Accounting and Wealth Management
- Aug 16, 2024
- cpbj.com
Brian A. Bjork, et al.
- Jun 30, 2024
- sec.gov
Asset management institutional client onboarding survey: industry trends and point of view
- Apr 16, 2024
- ey.com
How asset managers can enhance the client onboarding process
- Apr 16, 2024
- ey.com
Who is Select Asset Management
Select Asset Management, LLC, is a small, independent investment management firm based in Houston, Texas. The company employs three people and generates annual revenue of $2.5 million. Select Asset Management specializes in providing personalized investment guidance to private clients and non-profit organizations. The firm offers a range of investment management services tailored to individual clients' needs and financial goals. Their approach emphasizes comprehensive understanding of a client's values and aspirations before developing a customized investment strategy. Select Asset Management aims to build long-term relationships with clients based on trust, transparency, and a commitment to achieving their desired financial outcomes. What sets Select Asset Management apart is its dedication to personalized investment evaluations and its focus on aligning investment strategies with each client's unique vision for their financial future. They believe in understanding their clients' dreams before crafting a plan, ensuring that every investment decision reflects the client's individual goals and values. For more information about Select Asset Management's services and investment philosophy, please visit their website at www.select-asset.com.
Companies Similar to Select Asset Management
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Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
3M | 12 | Atlanta, GA | 2009 | |
3M | 3 | New York, NY | ||
3M | 3 | New York, NY | ||
3M | 3 | New York, NY | 2008 | |
3M | 4 | New York, NY | 2013 |