AMERICAN ASSET Overview
American Asset Management Inc. is an investment advisor that manages 230 MM dollars in regulatory AUM and has 2 employees, of which 1 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 93MM in positions, representing 41% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/12 to 03/31/23. The fund's latest filing disclosed 93MM in positions, representing 41% of the manager's regulatory AUM.
AMERICAN ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 33.97% | ETF | 5.01% | 0% | 0 | 34% | ||
| GLD | 32.33% | ETF | -0.64% | -0.86% | 0 | 22% | ||
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FEATURED IN
AMERICAN ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Julian Rubinstein | President | January-2000 |
| Julian Rubinstein | Chief Compliance Officer | January-1998 |
AMERICAN ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
AMERICAN ASSET Investment Strategy
Item 8 Methods of Analysis, Investment Strategies, and Risk of Loss
Methods of Analysis
Investment analysis methods may include back-testing, charting, fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of
corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that AAM may use include Morningstar Principia mutual fund information, Morningstar Principia stock information, Bloomberg, TD Ameritrade's services, advisor intelligence, and the World Wide Web.
Investment Strategies
The primary investment goal of AAM is capital preservation with the proper amount of growth and income to live on for the rest of their lives. We developed a balanced and diversif...
Unlock Full Investment Process Description
Methods of Analysis
Investment analysis methods may include back-testing, charting, fundamental analysis, technical analysis, and cyclical analysis.
The main sources of information include financial newspapers and magazines, inspections of
corporate activities, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Other sources of information that AAM may use include Morningstar Principia mutual fund information, Morningstar Principia stock information, Bloomberg, TD Ameritrade's services, advisor intelligence, and the World Wide Web.
Investment Strategies
The primary investment goal of AAM is capital preservation with the proper amount of growth and income to live on for the rest of their lives. We developed a balanced and diversif...
Unlock Full Investment Process Description
AMERICAN ASSET Portfolio Concentration
AMERICAN ASSET Location
5355 TOWN CENTER ROAD
STE 1001
BOCA RATON, Florida
UNITED STATES, 33486
STE 1001
BOCA RATON, Florida
UNITED STATES, 33486
AMERICAN ASSET Contact Information
Phone Number: 561-955-8500
Fax Number: 561-955-8787
Website: http://www.americanasset.net
Fax Number: 561-955-8787
Website: http://www.americanasset.net
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