← Back to search
AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC
CRD 131660 · SEC 801-65209
3430 CARMEL MOUNTAIN ROAD, STE. 150, SUITE 150, SAN DIEGO, CA, 92121, United States
Phone
858-345-1461
Fax
858-345-1479
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.87B
Discretionary AUM
$5.87B
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $3.4M |
| Pooled investment vehicles | 1 | $99.9M |
| Insurance companies | 7 | $5.75B |
| Corporations/business entities | 3 | $11.0M |
States served
CA
Official SEC filing: View on IAPD