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 1 states (or territories).

Current Firm Details
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
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CA

Financial Advisors at American Asset Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Scott C. Sandus
CRD#: 2266566
151 Kalmus Dr., E250, 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 24 years of experience in the finance industry.

2
Stephen P. Washburn
CRD#: 1137061
151 Kalmus Dr., E250, 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.

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