BOCA RATON, FLCRD 123116Latest ADV January 20, 2026
American Asset Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated January 20, 2026, reports $153M in regulatory assets under management, 1 employee, and 543 accounts.
Assets Under Management
$153M
Employees
1
Offices
--
Total Clients
288
Primary office
BOCA RATON, FL
150 EAST PALMETTO PARK ROAD, SUITE 800, BOCA RATON, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 90.3% of total clients.
Top client categories% of clientsClients
1
Individuals
90.3%
260
2
HNWI
9.7%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$153Mas of January 20, 2026
Discretionary100.0%
$153M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$153M
Total Accounts543
10Y AUM Change$-78M (-33.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee288:1
10Y Employee Change-3 (-75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.