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| American Money Management LLC
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| |
|---|---|
| CRD # | 115357 |
| SEC # | 801-60976 |
| CIK # | 0001600085 |
| AUM | $660.5 MM (2024-03-08) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 858-755-0909 |
| Address | 14249 Rancho Santa Fe Farms Road Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 25.6 | |
| MSFT | 1,918,222.4 | 22.4 | |
| COST | 207,576.9 | 10.5 | |
| INTU | 108,963.5 | 9.2 | |
| MA | 309,583.1 | 9.2 | |
| TPL | 12,640.2 | 9.0 | |
| V | 419,260.5 | 8.8 | |
| JPM | 340,169.2 | 8.7 | |
| HD | 277,648.0 | 7.5 | |
| ASML | 197,439.9 | 7.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 573 | 142.0 |
| (b) Individuals (high net worth individuals) | 167 | 502.2 |
| (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 | 12.3 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,595 | 660.5 |
| By Discretionary | ||
| Discretionary | 1,592 | 650.3 |
| Non-Discretionary | 3 | 10.2 |
| Total | 1,595 | 660.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 660.5 | |
| Total | 1,595 | 660.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001600085] |
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|---|---|---|
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MD | 0.7 |