AMERICAN ASSETS CAPITAL ADVISERS, LLC

3430 Carmel Mountain Road
Suite 150
San Diego, California 92121
Tel: 858-345-1470

About AMERICAN ASSETS CAPITAL ADVISERS, LLC

AMERICAN ASSETS CAPITAL ADVISERS, LLC, formally registered with the SEC as AMERICAN ASSETS CAPITAL ADVISERS, LLC. The firm was established in 07/22/2014. They have over 2 offices throughout the country.

AMERICAN ASSETS CAPITAL ADVISERS, LLC is a San Diego, California based Financial Planning firm with nearly $396,445,268 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168805
SEC#	801-80101
Assets Managed by Firm	$396,445,268
No. of Clients	5
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (REAL ESTATE CAPITAL MARKETS CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$396,445,268

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