American Money Management is an investment advisor in Rancho Santa Fe with $552.99 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
330838332
SEC advisor number
801-60976
FINRA CRD number
115357
AUM ?
$660.47 mm
(as of 8 Mar 24)
Accounts
1,595
(as of 8 Mar 24)
Employees
12
(10 investment advisory or research)
Address
American Money Management
PO BOX 675203
RANCHO SANTA FE
CA 92067
PO BOX 675203
RANCHO SANTA FE
CA 92067
Phone
858-755-0909
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
9 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22