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Building 2AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone858-345-1461
NotebookSEC #801-65209
Total AUM
$5.9B
Employees
5
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3430 CARMEL MOUNTAIN ROAD, STE. 150
SUITE 150
SAN DIEGO
CA 92121
United States
Operating Hours
8:00AM TO 5:00PM PACIFIC TIME
Monday - Friday
Phone
858-345-1461

ReceiptFinancials

Total AUM
$5.9B
Accounts
12
Discretionary
$5.9B
Accounts
12
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$3.4M
Pooled Vehicle Clients
1
AUM
$99.9M
Insurance Company Clients
7
AUM
$5.8B
Corporation or Business Clients
3
AUM
$11M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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