The Select Group:
An Investment Advisor Involved in Several Legal Disputes


Recently Released!!!
Date Published: November 4, 2014
Summary PPT Deck: 12 Slides

Reference PPT Deck: 34 Slides

The Select Group was founded by Jack Sorcic in 1984 and is based in Mooresville, NC. The firm has one employee, 48 accounts, $32.4 million assets under management, & is led by its President Jack Sorcic.

The Select Group's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Early Phase
  • Middle Phase
  • Recent Phase

Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, average account size, assets under management, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Business One
  • Business Two
And its profile concludes with the highlights of its organizational structure & ownership.
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