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, SEC-registered registered investment adviser formed in 2002 and organized as a corporation under individual ownership. The firm focuses on fee-based portfolio management and financial planning for individual and family clients, including small-business owner relationships. Compensation is charged as a percentage of assets under management. The adviser does not position itself as an ESG investor, multi-state adviser, pension consultant, or capital allocator.
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 1
Julian Rubinstein
Founder and PresidentCRD 2779743
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$119M in ETFs
15%
$17.7M
82%
$102M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ALLIANZIM US EQUITY BUFFER20 JAN ETF (JANW) | Active | Options Trading | $41.3M | 1,067,663 | 34.59% |
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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