American Asset Advisory, LLC

American Asset Advisory, LLC (CRD# 168444) is a financial advisory firm headquartered in Costa Mesa, CA. They manage $500,000 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $71,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA

Financial Advisors at American Asset Advisory, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Mark S. Stewart
CRD#: 2074085
151 Kalmus Drive E 250, Costa Mesa, CA 92626
93
Wealthminder
score

Mark Stewart (CRD# 2074085) is an Investment Advisor Representative working at American Asset Advisory, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.

2
Scott C. Sandus
CRD#: 2266566
151 Kalmus Drive E 250, Costa Mesa, CA 92626
81
Wealthminder
score

Scott Sandus (CRD# 2266566) is an Investment Advisor Representative working at American Asset Advisory, LLC in Costa Mesa, CA and has over 25 years of experience in the finance industry.

3
Stephen P. Washburn
CRD#: 1137061
151 Kalmus Drive E 250, Costa Mesa, CA 92626
71
Wealthminder
score

Stephen Washburn (CRD# 1137061) is an Investment Advisor Representative working at American Asset Advisory, LLC in Costa Mesa, CA and has over 27 years of experience in the finance industry.

4
Michael S. Barrows
CRD#: 2933260
151 Kalmus Drive E 250, Costa Mesa, CA 92626
51
Wealthminder
score

Michael Barrows (CRD# 2933260) is an Investment Advisor Representative working at American Asset Advisory, LLC in Costa Mesa, CA and has over 20 years of experience in the finance industry.

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