Select Consulting, Inc. (Charlotte)

Name: Select Consulting, Inc.
Address: 8816 Red Oak Blvd, Charlotte, NC, 28217
Telephone: 704-426-6100

Select Consulting, Inc. is a large advisory firm based in Charlotte. It manages $978 million of regulatory assets for 3,002 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Colorado, and 17 other states.

Select Consulting provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Select Consulting: assets under management

The assets under management (AUM) of Select Consulting, Inc. is $978 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1204% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $978 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $325.78 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Select Consulting, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Select Consulting, Inc.

Robert Voorhees Sytz has been acting as President since 1 Dec 1999. Jeffrey Alton Harrell joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Voorhees Sytz	President	1 Dec 1999	75% - 100%	1258313
John Knox Mcgill	Vice president	1 May 2004	50% - 75%	4817103
Jeffrey Alton Harrell	Vice president	1 Jan 2007	Other	4207248

Based in Charlotte

The principal office where Select Consulting, Inc. performs its advisory services is located at 8816 Red Oak Blvd, Charlotte, NC 28217, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-426-6100 or by fax 704-426-6200. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.sconsulting.net.