AMERICAN MONEY MANAGEMENT, LLC

14249 Rancho Santa Fe Farms Road
Rancho Santa Fe, California 92067
Tel: 858-755-0909

About AMERICAN MONEY MANAGEMENT, LLC

AMERICAN MONEY MANAGEMENT, LLC, formally registered with the SEC as AMERICAN MONEY MANAGEMENT, LLC. The firm was established in 03/04/2002. They have over 5 offices throughout the country.

AMERICAN MONEY MANAGEMENT, LLC is a Rancho Santa Fe, California based Financial Planning firm with nearly $734,010,908 assets under management, offering retirement planning & investment advisory services to 1674 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	115357
SEC#	801-60976
Assets Managed by Firm	$734,010,908
No. of Clients	1674
No. of Advisors	12

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1674	$734,010,908
Individuals (other than high net worth individuals)	574	$152,939,305
High net worth individuals	184	$564,650,441
Pension and profit sharing plans	Fewer than 5 clients	$11,521,121
Charitable organizations	Fewer than 5 clients	$1,936,010
Corporations or other businesses	Fewer than 5 clients	$2,964,031

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