AMERICAN MONEY MANAGEMENT, LLC
CRD #115357 SEC #801-60976 RANCHO SANTA FE, CA 858-755-0909
SEC Registered
Total AUM
$734M
Discretionary
$722.5M
Employees
12
Clients
51
Accounts
1,674
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $734M | $722.5M | $11.5M | 12 | 0 |
| Feb 2025 | $734M | $722.5M | $11.5M | 12 | 0 |
| Mar 2024 | $660.5M | $650.3M | $10.2M | 12 | 0 |
| Mar 2023 | $552.8M | $542.9M | $9.9M | 14 | 0 |
| Jul 2022 | $553M | $541.6M | $11.4M | 14 | 0 |
| Apr 2022 | $553M | $541.6M | $11.4M | 15 | 0 |
| Mar 2022 | $553M | $541.6M | $11.4M | 15 | 0 |
| Jul 2021 | $393M | $382.5M | $10.5M | 15 | 0 |
| Mar 2021 | $393M | $382.5M | $10.5M | 11 | 0 |
| Nov 2020 | $316.8M | $310.3M | $6.6M | 10 | 0 |
| Jul 2020 | $316.8M | $310.3M | $6.6M | 10 | 0 |
| Jun 2020 | $316.8M | $310.3M | $6.6M | 10 | 0 |
| Mar 2020 | $316.8M | $310.3M | $6.6M | 10 | 0 |
| Jul 2019 | $274.9M | $268M | $6.9M | 9 | 0 |
| Mar 2019 | $274.9M | $268M | $6.9M | 9 | 0 |
| Mar 2018 | $269.5M | $263.8M | $5.8M | 9 | 0 |
| Sep 2017 | $238.7M | $233.3M | $5.4M | 10 | 500 |
| Mar 2017 | $238.7M | $233.3M | $5.4M | 10 | 500 |
| Mar 2016 | $205.9M | $201.3M | $4.7M | 10 | 500 |
| Feb 2015 | $207.8M | $202.8M | $5M | 11 | 500 |
| Mar 2014 | $201.6M | $197.3M | $4.3M | 10 | 500 |
| Apr 2013 | $152.7M | $149.4M | $3.3M | 10 | 500 |
| Mar 2012 | $161.3M | $161.3M | $0 | 6 | 500 |
| Apr 2011 | $158.8M | $158.8M | $0 | 10 | -- |
| Mar 2011 | $158.8M | $158.8M | $0 | 10 | -- |
| Apr 2010 | $149.4M | $148.4M | $947.7K | 10 | -- |
| Mar 2009 | $102M | $102M | $0 | 10 | -- |
| Mar 2008 | $134.3M | $133.6M | $640K | 10 | -- |
| Jan 2007 | $129.4M | $129.4M | $0 | 10 | -- |
| Mar 2006 | $94.8M | $94.8M | $0 | 5 | -- |
| Dec 2005 | $81.6M | $81.6M | $0 | 5 | -- |
| Jun 2005 | $81.6M | $81.6M | $0 | 5 | -- |
| Mar 2004 | $53.5M | $53.5M | $0 | 5 | -- |
DateSep 2025
Total AUM$734M
Discretionary$722.5M
Non-Disc.$11.5M
Employees12
Clients0
DateFeb 2025
Total AUM$734M
Discretionary$722.5M
Non-Disc.$11.5M
Employees12
Clients0
DateMar 2024
Total AUM$660.5M
Discretionary$650.3M
Non-Disc.$10.2M
Employees12
Clients0
DateMar 2023
Total AUM$552.8M
Discretionary$542.9M
Non-Disc.$9.9M
Employees14
Clients0
DateJul 2022
Total AUM$553M
Discretionary$541.6M
Non-Disc.$11.4M
Employees14
Clients0
DateApr 2022
Total AUM$553M
Discretionary$541.6M
Non-Disc.$11.4M
Employees15
Clients0
DateMar 2022
Total AUM$553M
Discretionary$541.6M
Non-Disc.$11.4M
Employees15
Clients0
DateJul 2021
Total AUM$393M
Discretionary$382.5M
Non-Disc.$10.5M
Employees15
Clients0
DateMar 2021
Total AUM$393M
Discretionary$382.5M
Non-Disc.$10.5M
Employees11
Clients0
DateNov 2020
Total AUM$316.8M
Discretionary$310.3M
Non-Disc.$6.6M
Employees10
Clients0
DateJul 2020
Total AUM$316.8M
Discretionary$310.3M
Non-Disc.$6.6M
Employees10
Clients0
DateJun 2020
Total AUM$316.8M
Discretionary$310.3M
Non-Disc.$6.6M
Employees10
Clients0
DateMar 2020
Total AUM$316.8M
Discretionary$310.3M
Non-Disc.$6.6M
Employees10
Clients0
DateJul 2019
Total AUM$274.9M
Discretionary$268M
Non-Disc.$6.9M
Employees9
Clients0
DateMar 2019
Total AUM$274.9M
Discretionary$268M
Non-Disc.$6.9M
Employees9
Clients0
DateMar 2018
Total AUM$269.5M
Discretionary$263.8M
Non-Disc.$5.8M
Employees9
Clients0
DateSep 2017
Total AUM$238.7M
Discretionary$233.3M
Non-Disc.$5.4M
Employees10
Clients500
DateMar 2017
Total AUM$238.7M
Discretionary$233.3M
Non-Disc.$5.4M
Employees10
Clients500
DateMar 2016
Total AUM$205.9M
Discretionary$201.3M
Non-Disc.$4.7M
Employees10
Clients500
DateFeb 2015
Total AUM$207.8M
Discretionary$202.8M
Non-Disc.$5M
Employees11
Clients500
DateMar 2014
Total AUM$201.6M
Discretionary$197.3M
Non-Disc.$4.3M
Employees10
Clients500
DateApr 2013
Total AUM$152.7M
Discretionary$149.4M
Non-Disc.$3.3M
Employees10
Clients500
DateMar 2012
Total AUM$161.3M
Discretionary$161.3M
Non-Disc.$0
Employees6
Clients500
DateApr 2011
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$158.8M
Discretionary$158.8M
Non-Disc.$0
Employees10
Clients--
DateApr 2010
Total AUM$149.4M
Discretionary$148.4M
Non-Disc.$947.7K
Employees10
Clients--
DateMar 2009
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$134.3M
Discretionary$133.6M
Non-Disc.$640K
Employees10
Clients--
DateJan 2007
Total AUM$129.4M
Discretionary$129.4M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$94.8M
Discretionary$94.8M
Non-Disc.$0
Employees5
Clients--
DateDec 2005
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$81.6M
Discretionary$81.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--