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
3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121
By the Numbers
  • Total Assets Under Management
    2,954
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
John Um, financial advisor San Diego CA
John G. Um
CRD#: 3226191
3430 Carmel Mountain Road, Ste. 150, Suite 150, San Diego, CA 92121

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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