American Asset Management Inc.

American Asset Management Inc. (CRD# 123116) is a financial advisory firm headquartered in Boca Raton, FL. They manage $143,297,809 in 342 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
225 Ne Mizner Blvd., Ste 540, Boca Raton, FL 33432
http://www.americanasset.net
By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    342
    ACCOUNTS
  • Average Account Value
    $418,999
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
The map below shows states where this firm has explicit registration only.

CA, FL, IL, LA, NC, NY, PA

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

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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