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AMERICAN MONEY MANAGEMENT, LLC
AMERICAN MONEY MANAGEMENT, LLC (CRD# 115357) is an SEC-Registered Investment Advisor (RIA), headquartered in Rancho Santa Fe, CA. The SEC approved the firm to operate as an RIA in Mar 2002. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $269.5 Million, and has discretion over 98% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
 
AMERICAN MONEY MANAGEMENT, LLC also reported in Mar 2018:
  • 9 employees, with 7 performing advisory functions.
  • A total of 2 office locations.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AMERICAN MONEY MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.
 

View AMERICAN MONEY MANAGEMENT, LLC's most recent Form ADV filing
 


AMERICAN MONEY MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: AZ-Mar 2012, CA-Mar 1999, OR-Apr 2011, TX-Apr 2013, VA-Mar 2014

Disclaimer:  The information presented above was gleaned from the SEC website and is believed to be accurate.  FindingFraud.org is presenting this data for informational purposes only and assumes no responsibility for errors or omissions.  Please note that we are aware of many instances where RIAs provided erroneous data to the SEC.  Feel Free to contact FindingFraud.org with questions or concerns.