Rene
Decharon
American Money Management, LLC
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About this Advisor
Rene Decharon is a certified financial planner working out of Rancho Santa Fe, California who has 2 years of industry experience. Decharon is currently employed by American Money Management, LLC. The advisor has gained experience at Harrison-De Charon, Wealth Quest Partners, Inc and American Money Management, LLC. Decharon maintains a Series 63 license, certifying them as a securities representative, and is able to work in California. American Money Management, LLC is a company that has its headquarters in Rancho Santa Fe, CA. It has offices in four locations and a total of 14 advisors. It manages $553 million in assets under management among its 1,606 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,606 accounts, 19% belong to high-net-worth clients who have greater than $1 million in investable assets. American Money Management, LLC provides a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by American Money Management, LLC most likely include asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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American Money Management, LLC Brokerage Details
$552,812,983
14
1,606
$344,217
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Rene Decharon Work History
Rene has been registered as a financial advisor for 2 years.*
American Money Management, LLC
Wealth Quest Partners, Inc
Harrison-De Charon
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rene Decharon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at American Money Management, LLC
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
