American Assets Capital Advisers, LLC
American Assets Capital Advisers, LLC (CRD# 168805) is a financial advisory firm headquartered in San Diego, CA. They manage $396,445,268 in 5 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
American Assets Capital Advisers, LLC
By the Numbers
-
Total Assets Under Management396MILLION
-
Total Number of Accounts5ACCOUNTS
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Average Account Value$79,289,054
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at American Assets Capital Advisers, LLC
1
Burland East (CRD# 1529809) is an Investment Advisor Representative working at American Assets Capital Advisers, LLC in La Jolla, CA and has over 22 years of experience in the finance industry.
2
Creede Murphy (CRD# 6235625) is an Investment Advisor Representative working at American Assets Capital Advisers, LLC in San Diego, CA and has over 10 years of experience in the finance industry.
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