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Home > Retirement Planners > california > san diego > AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
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 $3,226,308,228 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 | $3,226,308,228 |
| No. of Clients | 10 |
| No. of Advisors | 5 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $3,226,308,228 |
| High net worth individuals | 1 | $2,527,546 |
| Corporations or other businesses | 1 | $53,106 |
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