AMERICAN MONEY Overview

American Money Management Llc is an investment advisor that manages 207.8 MM dollars in regulatory AUM and has 11 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/13 to 09/30/16. The fund's latest filing disclosed 125MM in positions, representing 60% of the manager's regulatory AUM.

AMERICAN MONEY StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

AMERICAN MONEY Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SCHF 5.6% ETF -3.72% -0.3% 0 1%
QCOM 4.46% Tech -3.13% -0.04% 0 23%
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FEATURED IN
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AMERICAN MONEY Founders and Key Employees

Name Title In Position Since
Gabriel B. Wisdom Member/Manager/Managing Director January-1999
Michael J. Moore Member/Manager/Chief Investment Officer/Chief Compliance Officer April-2006

AMERICAN MONEY Brokers, Custodians, Auditors and Administrators

Type Company

AMERICAN MONEY Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss


The first step in developing the investment strategies is to determine how much should be invested in stocks, bonds, and diversifying assets like commodities, real estate and/or other assets. This decision is made based on the client’s financial condition and goals and in view of current and anticipated market conditions. Once the appropriate asset allocation is determined, suitable investments are selected within the desired asset classes.


Asset Allocation Oriented Investment Strategies


AMM’s Asset Allocation Strategies are designed to meet the investment objectives and risk tolerance levels of our diverse range of clients. The target asset allocation (equity vs. fixed income vs. diversifying assets) and the securities included in each strategy are determined at the periodic investment committee meeting. Target allocations are strictly guidelines for a fully invested portfolio. Th...
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AMERICAN MONEY Portfolio Concentration

AMERICAN MONEY Location

14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE, California
UNITED STATES, 92067

AMERICAN MONEY Contact Information

Phone Number: 858-755-0909
Fax Number: 858-259-6906
Website:

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