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 03/31/21. The fund's latest filing disclosed 269MM in positions, representing 129% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/13 to 03/31/21. The fund's latest filing disclosed 269MM in positions, representing 129% of the manager's regulatory AUM.
AMERICAN MONEY StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
AMERICAN MONEY Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.89% | Tech | 21.83% | 0.26% | 0 | 0% | ||
| VEA | 4.92% | ETF | 5.98% | -0.21% | 0 | 0% | ||
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FEATURED IN
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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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
RANCHO SANTA FE, California
UNITED STATES, 92067
AMERICAN MONEY Contact Information
Phone Number: 858-755-0909
Fax Number: 858-259-6906
Website: http://www.amminvest.com
Fax Number: 858-259-6906
Website: http://www.amminvest.com
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