American Assets Investment Management, LLC
American Assets Investment Management, LLC (CRD# 131660) is a financial advisory firm headquartered in San Diego, CA. They manage $2,953,579,786 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
American Assets Investment Management, LLC
By the Numbers
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Total Assets Under Management2,954MILLION
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Total Number of Accounts10ACCOUNTS
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Average Account Value$295,357,979
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

Registered Investment Advisor
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
Financial Advisors at American Assets Investment Management, LLC
1
John Um (CRD# 3226191) is an Investment Advisor Representative working at American Assets Investment Management, LLC in San Diego, CA and has over 18 years of experience in the finance industry.
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