AMERICAN ASSET MANAGEMENT INC.
Adviser information for AMERICAN ASSET MANAGEMENT INC. last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Florida, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 342 | $143.3M |
| Non-Discretionary | 0 | $0 |
| Total | 342 | $143.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 315 | $74.0M |
| HNW Individuals | 26 | $69.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $183,259 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Principal Office
225 NE MIZNER BLVD.STE 540
BOCA RATON
FL
United States
Monday - Friday, 9:00AM-5:00PM
Tel: 561-955-8500, Fax: 561-955-8787
Chief Compliance Officer
JULIAN RUBINSTEIN
CEO AND PRESIDENT
225 NE MIZNER BLVD.
SUITE 540
BOCA RATON
FL
United States
Tel:
5619558500
Fax:
5619558787
J*****@****************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RUBINSTEIN, JULIAN | Individual | – | PRESIDENT | 01/2000 | > 75% |
| RUBINSTEIN, JULIAN | Individual | – | CHIEF COMPLIANCE OFFICER | 01/1998 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 15th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LAGCP B20 MAY | 5M | 164K | – |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JAN | 2M | 77K | – |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUN | 5M | 187K | – |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 JUL | 5M | 162K | – |
| APPLE INC | COM | 613K | 3K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 426K | 1K | – |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 266K | 7K | – |
| ISHARES TR | CORE S&P500 ETF | 821K | 2K | – |
| ISHARES TR | 20 YR TR BD ETF | 19M | 210K | – |
| MICROSTRATEGY INC | CL A NEW | 275K | 200 | – |
| NVIDIA CORPORATION | COM | 214K | 2K | – |
| SPDR GOLD TR | GOLD SHS | 565K | 3K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 43M | 78K | – |
| THE REALREAL INC | COM | 319K | 100K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 750K | 2K | – |