American Asset Management Inc.

American Asset Management Inc. (CRD# 123116) is a financial advisory firm headquartered in Boca Raton, FL. They manage $226,085,795 in 970 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    226
    MILLION
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $233,078
Compensation Options
  • A percentage of assets under your management
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, CT, FL, NJ, NY, PA, TX

Financial Advisors at American Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Julian Rubinstein
CRD#: 2779743
225 Ne Mizner Blvd, Suite 540, Boca Raton, FL 33432
87
Wealthminder
score

Julian Rubinstein (CRD# 2779743) is an Investment Advisor Representative working at American Asset Management Inc. in Boca Raton, FL and has 1 year of experience in the finance industry.

2
Gregory E. Barr
CRD#: 1312703
225 Ne Mizner Blvd., Ste 540, Boca Raton, FL 33432
38
Wealthminder
score

Gregory Barr (CRD# 1312703) is an Investment Advisor Representative working at American Asset Management Inc. in Boca Raton, FL and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.