AMERICAN ASSET MANAGEMENT INC.
Firm details
- Headquarters
- BOCA RATON, Florida
- CRD number
- 123116
- Registered since
- November 7, 2002
- Website
- www.americanasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53%
- Individuals47%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
American Asset Management Inc. is an independent, privately owned registered investment adviser that has been operating since 2002. The firm focuses on serving individuals and families, offering fee-based portfolio management and financial planning with fees charged as a percentage of assets under management. Its advisory scope emphasizes individual and small-business portfolios rather than institutional pension consulting or multi-state advisory operations. American Asset Management is not positioned as a capital allocator and does not market itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
Contacts
1 of 1JULIAN RUBINSTEIN
Founder and PresidentCRD 2779743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$113M in ETFs
16%
$17.5M
82%
$95.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) | Active | Options Trading | $40.1M | 1,098,579 | 35.45% |
Location
BOCA RATON, FL
PALM BEACH
Location
BOCA RATON, FL
Headquartered in BOCA RATON, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 150 E Palmetto Park Rd
- Time zone
- ET (UTC-5)
- Office locations
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