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Building 2AMERICAN MONEY MANAGEMENT, LLC

Map pinRANCHO SANTA FE, CA
Phone858-755-0909
NotebookSEC #801-60976
Total AUM
$844M
Employees
13
Clients
835

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE
CA 92067
United States
Operating Hours
7:00A.M. TO 3:00P.M.
Monday - Friday
Phone
858-755-0909
Other Offices
4

ReceiptFinancials

Total AUM
$844M
Accounts
1,862
Discretionary
$831.6M
Accounts
1,859
Non-Discretionary
$12.4M
Accounts
3

ContactClients

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Individual Clients
621
AUM
$164.9M
HNW Individual Clients
211
AUM
$656.6M
Pension/Profit Sharing Plan Clients
1
AUM
$12.4M
Charitable Organization Clients
1
AUM
$6.7M
Corporation or Business Clients
1
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDILMINHNJNVNYORPATNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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