Overview
Assets Under Management: $734 million
Headquarters: RANCHO SANTA FE, CA
High-Net-Worth Clients: 184
Average Client Assets: $3 million
Frequently Asked Questions
AMERICAN MONEY MANAGEMENT, LLC 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 #115357), AMERICAN MONEY MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AMERICAN MONEY MANAGEMENT, LLC is headquartered in RANCHO SANTA FE, CA.
AMERICAN MONEY MANAGEMENT, LLC serves 184 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, AMERICAN MONEY MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
AMERICAN MONEY MANAGEMENT, LLC manages $734 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, AMERICAN MONEY MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,674
Discretionary Accounts: 1,671
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 115357
Last Filing Date: 2025-02-21 00:00:00
Website: https://amminvest.com