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Financial Advisor
California
Rancho Santa Fe
AMERICAN MONEY MANAGEMENT, LLC

AMERICAN MONEY MANAGEMENT, LLC

Tel: 858-755-0909 14249 Rancho Santa Fe Farms Road Rancho Santa Fe, California 92067

About AMERICAN MONEY MANAGEMENT, LLC

AMERICAN MONEY MANAGEMENT, LLC is a Rancho Santa Fe, California based financial advisory firm with nearly $734,010,908 in assets under management and provides investment advisory services for 1674 clients. There are currently 12 financial advisors at the firm.

General Information
Firm CRD#:

115357

Firm SEC#:

801-60976

Assets Under Management:

$734,010,908

No. of Clients:

1674

No. of Advisors:

12

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Performance Based

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