AMERICAN MONEY MANAGEMENT, LLC

RIASEC RegisteredEst. 2002

Total AUM

$844M

Discretionary

$832M

99% of AUM

Avg account

$453K

Accounts

1,862

Employees

Advisory reps

Firm details

Headquarters: RANCHO SANTA FE, California
CRD number: 115357
Registered since: March 4, 2002
Website: www.amminvest.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI77.8%
Individuals19.53%
Pension & Profit Sharing Plans1.47%
Charitable Organizations0.8%
Corporations / Businesses0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

American Money Management, LLC is an independent registered investment adviser founded in 2002 and structured as an LLC with individual ownership. The firm focuses on serving individuals and families and provides a mix of financial planning and discretionary portfolio management across individuals, small businesses, and other business or institutional clients. It also acts as a capital allocator and conducts selection of third‑party advisers, indicating a willingness to place client capital with external managers. Fee arrangements are varied: the firm charges asset‑based fees alongside hourly and fixed fees and can assess performance‑based fees in certain circumstances. American Money Management does not identify as an active ESG investor and its regulatory/profile attributes indicate it is not set up as a multi‑state adviser or pension consultant.