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AMERICAN ASSETS CAPITAL ADVISERS, LLC
AMERICAN ASSETS CAPITAL ADVISERS, LLC
SAN DIEGO, California
·
5 registered advisors
·
CRD# 168805
SEC# 801-80101
1
858-345-1470
01
Firm Overview
AUM
$396M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Other
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at AMERICAN ASSETS CAPITAL ADVISERS, LLC
5 registered advisors
Burland Bland East
SAN DIEGO, California
CRD# 1529809
Creede Everett Murphy
SAN DIEGO, California
CRD# 6235625
Ernest Sylvan Rady
SAN DIEGO, California
CRD# 2407139
Julie Lynn Schwartz
SAN DIEGO, California
CRD# 6462100
Min Zheng
SAN DIEGO, California
CRD# 6627742
05
Office Locations
SAN DIEGO, California
5 advisors
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Data sourced from SEC Form ADV filings. AMERICAN ASSETS CAPITAL ADVISERS, LLC (CRD# 168805) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.