Investment adviser · CRD 123116
AMERICAN ASSET MANAGEMENT INC.
Investment adviser filing (IA)
BOCA RATON, FL, United States · Form ADV filed Aug 6, 2026
- Regulatory AUM
- $153M Form ADV · Item 5.F
- Client accounts
- 543 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 28 | $81,236,534 | 53.0% |
| Individuals | 260 | $72,031,557 | 47.0% |
Filing source
Form ADV 2124373 · Aug 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
VENTNOR FUNDHedge Fund · Last reported Dec 10, 2013$15.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
TD AMERITRADE, INC.
SEC 8-23395
TD AMERITRADE, INC.
CRD 7870 · SEC 8-23395
Fund details & source
- Fund ID
- 805-1826054917
- Reported beneficial owners
- 1
- Minimum commitment
- $500K
Form ADV 771569 · Dec 10, 2013 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
150 EAST PALMETTO PARK ROAD, SUITE 800BOCA RATON, FL, 33432, United States
CRD 123116
Filing source
Form ADV 2124373 · Aug 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.