American Assets Investment Management, LLC
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Overview
American Assets Investment Management, LLC is an advisory company that has its headquarters in San Diego, California. It handles $3.2 billion in assets throughout 10 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management (AUM). American Assets Investment Management, LLC has a small team, including 1 financial advisor. American Assets Investment Management, LLC does not act as a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, stocks and bonds.
American Assets Investment Management, LLC manages all of the company's client assets on a discretionary basis. Discretionary management means that buy and sell choices are made by a portfolio manager without requiring the client's authorization. American Assets Investment Management, LLC administers roughly $322.6 million for each customer account. An average financial advisor at American Assets Investment Management, LLC oversees about 10 client accounts, placing it among the more personalized financial advisor firms in the country.
The firm's main office is at 3430 Carmel Mountain Road, Ste. 150, San Diego, California 92121. The company is legally registered to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
American Assets Investment Management, LLC by the Numbers
$3.2 billion
4
10
$322.6 million
Fee Structure
Financial advisory fees usually vary depending on which services are provided. Fees billed by the company typically consist of the following fee structure: asset-based. The company does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to high net worth investors, pooled investment vehicles, insurance companies and corporations. Out of its 10 clients, American Assets Investment Management, LLC's largest client by number of accounts is insurance companies, though it also manages money for one high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 10% of its accounts reside abroad.
- High-Net-Worth Individuals* - 10%
- Other Individuals - 0%
- Corporations - 90%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
American Assets Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at American Assets Investment Management, LLC
San Diego, CA
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