Overview
Assets Under Management: $153 million
Headquarters: BOCA RATON, FL
High-Net-Worth Clients: 28
Average Client Assets: $2.9 million
Frequently Asked Questions
AMERICAN ASSET MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #123116), AMERICAN ASSET MANAGEMENT INC. is subject to fiduciary duty under federal law.
AMERICAN ASSET MANAGEMENT INC. is headquartered in BOCA RATON, FL.
AMERICAN ASSET MANAGEMENT INC. serves 28 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, AMERICAN ASSET MANAGEMENT INC. offers financial planning and portfolio management for individuals. View all service details ↓
AMERICAN ASSET MANAGEMENT INC. manages $153 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, AMERICAN ASSET MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 28
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.00%
Average Client Assets: $2.9 million
Total Client Accounts: 543
Discretionary Accounts: 543
Regulatory Filings
CRD Number: 123116
Filing ID: 2039763
Last Filing Date: 2026-01-20 09:49:17