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Home > Retirement Planners > florida > boca raton > AMERICAN ASSET MANAGEMENT INC.
AMERICAN ASSET MANAGEMENT INC.
225 Ne Mizner Blvd.
Ste 540
Boca Raton, Florida 33432
Tel: 561-955-8500
About AMERICAN ASSET MANAGEMENT INC.
AMERICAN ASSET MANAGEMENT INC, formally registered with the SEC as AMERICAN ASSET MANAGEMENT INC. The firm was established in 11/07/2002. They have over 1 offices throughout the country.
AMERICAN ASSET MANAGEMENT INC. is a Boca Raton, Florida based Financial Planning firm with nearly $144,887,384 assets under management, offering retirement planning & investment advisory services to 575 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123116 |
| SEC# | 801-61586 |
| Assets Managed by Firm | $144,887,384 |
| No. of Clients | 575 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 575 | $144,887,384 |
| Individuals (other than high net worth individuals) | 290 | $71,717,033 |
| High net worth individuals | 25 | $73,062,282 |
| Charitable organizations | Fewer than 5 clients | $108,069 |
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