AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

3430 Carmel Mountain Road, Ste. 150
Suite 150
San Diego, California 92121
Tel: 858-345-1461

About AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC. The firm was established in 01/18/2006. They have over 1 offices throughout the country.

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $3,955,806,039 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	131660
SEC#	801-65209
Assets Managed by Firm	$3,955,806,039
No. of Clients	10
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$3,955,806,039
High net worth individuals	1	$2,777,550
Corporations or other businesses	1	$36,433

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