CRD: 123116
American Asset Management Inc.
$153.3M Total AUM
$153.3M Disc. AUM
-1.5% 3Y CAGR
1 Employees
288 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-2002
- Office Locations
- 1
Office Locations
150 East Palmetto Park Road Suite 800 Boca Raton FL
About American Asset Management Inc.
American Asset Management (Boca Raton, FL) provides integrated planning and portfolio management, combining investment planning with retirement, tax and estate planning. The firm emphasizes diversified, low-volatility portfolios built to stay fully invested through bull and bear markets while targeting income and growth. Led by CEO/CIO Julian Rubinstein; primarily ETF-based strategies and custody at Charles Schwab.
Team overview
62 AVG AGE
$153.3M AVG AUM / ADVISOR
$532.2K AVG AUM / CLIENT
23.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JULIAN RUBINSTEIN
Investment Advisor Representative, President
- CRD
- #2779743
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,268,091 | $282,262 |
| Non-Discretionary | $0 | -- |
| Total | $153,268,091 | $282,262 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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