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| American Money Management LLC
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|
|---|---|
| CRD # | 115357 |
| SEC # | 801-60976 |
| CIK # | 0001600085 |
| AUM | $552.8 MM (2023-03-28) |
| Employees | 14 (86% Investors, 0% Brokers) |
| Phone | 858-755-0909 |
| Address | 14249 Rancho Santa Fe Farms Road Rancho Santa Fe, CA 92067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001600085 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 24.4 | |
| Microsoft Corp | 1,918,222.4 | 15.4 | |
| VISA Inc | 419,260.5 | 7.9 | |
| Mastercard Inc | 309,583.1 | 7.0 | |
| J P Morgan Chase & Co | 340,169.2 | 6.6 | |
| Intuit Inc | 108,963.5 | 6.5 | |
| Texas Pacific Land Corp | 12,640.2 | 6.5 | |
| AbbVie Inc | 269,466.6 | 6.2 | |
| Costco Wholesale Corp /NEW | 207,576.9 | 6.1 | |
| McDonalds Corp | 179,584.2 | 5.9 | |
| Lockheed Martin Corp | 111,953.9 | 5.9 | |
| Starbucks Corp | 87,554.3 | 5.7 | |
| Home Depot Inc | 277,648.0 | 5.6 | |
| Northrop Grumman Corp /DE/ | 72,230.4 | 5.6 | |
| Johnson & Johnson | 465,600.2 | 5.3 | |
| American Tower Corp /MA/ | 117,747.1 | 5.2 | |
| Qualcomm Inc/DE | 147,392.0 | 5.0 | |
| Alphabet Inc | 1,475,138.5 | 4.9 | |
| BlackRock Inc | 95,313.7 | 4.8 | |
| Broadridge Financial Solutions Inc | 16,547.7 | 4.8 | |
| Philip Morris International Inc | 158,793.3 | 4.7 | |
| Paychex Inc | 43,278.8 | 4.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 617 | 147.2 |
| (b) Individuals (high net worth individuals) | 146 | 392.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 10.7 |
| (h) Charitable organizations | 0 | 1.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,606 | 552.8 |
| By Discretionary | ||
| Discretionary | 1,602 | 542.9 |
| Non-Discretionary | 4 | 9.9 |
| Total | 1,606 | 552.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 552.8 | |
| Total | 1,606 | 552.8 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001600085] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Dillon & Associates Inc
✚
|
MI | 0.6 |
|
Sarasin Asset Management Limited
✚
|
0.6 | |
|
Advisors Management Group Inc
✚
|
WI | 0.6 |
|
Carrick Lane LLC
✚
|
NY | 0.6 |
|
Bowling Portfolio Management LLC
✚
|
OH | 0.6 |
|
IBEX Wealth Advisors LLC
✚
|
NJ | 0.6 |
|
Financial Partners Group LLC
✚
|
TN | 0.6 |
|
BMO Nesbitt Burns Securities Ltd
✚
|
0.6 | |
|
Carderock Capital Management Inc
✚
|
MD | 0.6 |
|
CIC Wealth LLC
✚
|
MD | 0.6 |