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
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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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