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AMERICAN ASSET MANAGEMENT INC.

BOCA RATON, FL · CRD 123116 · IAPD ↗ · americanasset.com · 561-955-8500

$153.3MRegulatory AUM
1Advisory reps
1Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — AMERICAN ASSET MANAGEMENT INC. (BOCA RATON, FL) left the SEC roster (was $153.3M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
December 2025 — AMERICAN ASSET MANAGEMENT INC. changed its website from aaminc.net to americanasset.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
65
December 2025 — AMERICAN ASSET MANAGEMENT INC. now reports custody of client assets ($144.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
25
June 2025 — AMERICAN ASSET MANAGEMENT INC. changed its website from americanasset.net to aaminc.net.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
June 2025 — AMERICAN ASSET MANAGEMENT INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.