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| Happy Holidays!! thanks for using AUM13F!! |
| American Money Management LLC
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| CRD # | 115357 |
| SEC # | 801-60976 |
| CIK # | 0001600085 |
| AUM | $734.0 M (2025-02-21) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 858-755-0909 |
| Address | 14249 Rancho Santa Fe Farms Road Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 29.7 | ||
| Apple Inc | 23.1 | ||
| VISA Inc | 12.4 | ||
| Mastercard Inc | 11.8 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Costco Wholesale Corp /NEW | 11.3 | ||
| Texas Pacific Land Corp | 11.3 | ||
| Intuit Inc | 10.5 | ||
| Facebook Inc | 9.6 | ||
| Philip Morris International Inc | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 574 | 152.9 |
| (b) Individuals (high net worth individuals) | 184 | 564.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 11.5 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,674 | 734.0 |
| By Discretionary | ||
| Discretionary | 1,671 | 722.5 |
| Non-Discretionary | 3 | 11.5 |
| Total | 1,674 | 734.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 734.0 | |
| Total | 1,674 | 734.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001600085] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Scott Capital Partners LLP
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|
0.7 | |
|
3Chopt Investment Partners LLC
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|
VA | 0.7 |
|
AF Advisors Inc
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CA | 0.7 |
|
Vance Wealth Inc
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CA | 0.7 |
|
Smith Thornton Advisors LLC
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AL | 0.7 |
|
Peddock Capital Advisors LLC
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|
MA | 0.7 |
|
SFAM LLC
✚
|
IL | 0.7 |
|
Droms Strauss Advisors Inc
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|
MO | 0.7 |
|
Apeiron RIA LLC
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|
TX | 0.7 |
|
Custos Family Office LLC
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|
TX | 0.7 |