American Asset Management Inc.

American Asset Management Inc. (CRD# 123116) is a financial advisory firm headquartered in Boca Raton, FL. They manage $192,000,000 in 436 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $440,367
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, FL, NJ, NY, PA, SC, TX

Financial Advisors at American Asset Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Julian Rubinstein
CRD#: 2779743
225 Ne Mizner Blvd, Suite507, 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.

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