SourcingSourcing

AMERICAN ASSET MANAGEMENT INC.

A69
CRD 123116·SEC 801-61586·BOCA RATON, FL
AUM
$153.3M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$460K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AMERICAN ASSET MANAGEMENT INC.
CRD
123116
SEC file #
801-61586
EIN
222285535
DBA names
—

Economics

AUM
$153.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$198.7M → $153.3M▼ -23%
Client mix
Individuals Other260
Individuals High Net Worth28

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
BOCA RATON FL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/20/2026
ADV-W filed at
—
Website
americanasset.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
RUBINSTEIN, JULIAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
RUBINSTEIN, JULIAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
AMERICANASSET.COM
Rdap Domain Creation Date
2001-08-30T18:44:43Z
Rdap Firm Age Years
25
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001569454
Edgar Registered
Yes
Edgar Filing Count
56
Edgar First Filing Date
2013-03-11
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
54
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001172661-26-001613

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
150 EAST PALMETTO PARK ROADSUITE 800BOCA RATON, FL 33432
Business
150 EAST PALMETTO PARK ROADSUITE 800BOCA RATON, FL 33432
Edgar EIN
222285535
Edgar Recent Filings
13F-HR2026-05-07 · 0001172661-26-001613
13F-HR2026-01-07 · 0001172661-26-000031
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-30T18:44:41Z
Rdap Domain Last Changed
2025-08-31T17:04:23Z
Rdap Nameservers
Ns29.domaincontrol.comNs30.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2779743
Trust Company Affiliate
No

People (1)

1
RUBINSTEIN, JULIAN
IAR · Direct Owner · 87.5%
2779743