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, SEC-registered registered investment adviser that has been operating since 2002. Organized as an LLC with individual ownership, the firm serves primarily individual and family clients and describes itself as a capital allocator. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third-party advisers. The firm does not identify as an active ESG investor and is not registered as a multistate adviser. Fee arrangements are flexible and include asset-based fees, hourly charges, fixed fees, and performance-based components. The custody relationship is concentrated with a single large custodian, indicating centralized operational infrastructure for asset servicing.