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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

AMERICAN ASSET MANAGEMENT INC.

CRD 123116

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87e07fbb-1831-2c3e-e8ee-49f6e67d12cf

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 5, 2012 to Jan 20, 2026
66 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $153MItem 5.F on the latest filing (2026-01-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $153MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 543
Individual clients: 260
High net worth clients: 28
Custody, client assets: $153M
SEC number: 801-61586
CRD: 123116
Filings on the tape: 66
First filed: Jan 5, 2012
Latest filed: Jan 20, 2026
Organised: Corporation, FL
Website: americanasset.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
VENTNOR FUND	Hedge Fund	$15.9M	Dec 10, 2013	1	Jan 5, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
RUBINSTEIN, JULIAN	President	E	yes	01/2000	Jan 5, 2012	Mar 14, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 20, 2026	$153M	$153M	1	1	0	n/a	n/a
2024	Apr 8, 2025	$145M	$145M	1	1	0	n/a	n/a
2023	Mar 14, 2024	$143M	$143M	1	1	0	n/a	n/a
2022	Feb 25, 2023	$133M	$133M	2	1	0	n/a	n/a
2021	Jan 21, 2022	$161M	$161M	2	1	0	n/a	n/a
2020	Feb 16, 2021	$153M	$153M	2	1	0	n/a	n/a
2019	Feb 12, 2020	$251M	$251M	5	2	0	n/a	n/a
2018	Mar 4, 2019	$199M	$199M	4	2	0	n/a	n/a
2017	Feb 5, 2018	$226M	$226M	4	2	0	n/a	n/a
2016	Mar 23, 2017	$232M	$232M	4	2	n/a	n/a	n/a
2015	Feb 4, 2016	$192M	$192M	2	1	n/a	n/a	n/a
2014	Jan 29, 2015	$230M	$230M	2	1	n/a	n/a	n/a
2013	Feb 10, 2014	$241M	$241M	2	1	n/a	n/a	n/a
2012	Jan 30, 2013	$288M	$288M	3	1	n/a	1	$15.9M
2011	Jan 5, 2012	$250M	$250M	n/a	n/a	n/a	1	$15.0M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	1	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$153M	$145M	5.8%	$133M	4.7%	1	1	0	0

Relationships

Registered with (2)

← JULIAN RUBINSTEINAdvisorregistration: previous registration
Jan 9, 2003 to Aug 11, 2026factForm ADV
← GREGORY EDWARD BARRAdvisorregistration: previous registration
Nov 3, 2016 to Mar 5, 2020factForm ADV

Controls (1)

← RUBINSTEIN, JULIANOwnerPRESIDENT, ownership code E, individual
Jan 5, 2012 to Mar 14, 2024factForm ADV

Advises (1)

→ VENTNOR FUNDPrivate fundHedge Fund, IA, no longer reported
Jan 5, 2012 to Dec 10, 2013factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 11, 2026
Advisor changed firm
Julian Rubinstein left American Asset Management Inc. for Modern Wealth Management, Llc (registered 2026-08-10)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 1, 2026
American Asset Management Inc. no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $153.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:87e07fbb-1831-2c3e-e8ee-49f6e67d12cf
First observed: Jan 5, 2012
Last observed: Jan 20, 2026 8 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMERICAN ASSET MANAGEMENT INC.

CRD 123116

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:87e07fbb-1831-2c3e-e8ee-49f6e67d12cf

Data as of Jan 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:37 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

VENTNOR FUND

Hedge Fund

$15.9M

Dec 10, 2013

Jan 5, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

RUBINSTEIN, JULIAN

President

yes

01/2000

Jan 5, 2012

Mar 14, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 20, 2026

$153M

n/a

2024

Apr 8, 2025

$145M

n/a

2023

Mar 14, 2024

$143M

n/a

2022

Feb 25, 2023

$133M

n/a

2021

Jan 21, 2022

$161M

n/a

2020

Feb 16, 2021

$153M

n/a

2019

Feb 12, 2020

$251M

n/a

2018

Mar 4, 2019

$199M

n/a

2017

Feb 5, 2018

$226M

n/a

2016

Mar 23, 2017

$232M

n/a

2015

Feb 4, 2016

$192M

n/a

2014

Jan 29, 2015

$230M

n/a

2013

Feb 10, 2014

$241M

n/a

2012

Jan 30, 2013

$288M

n/a

$15.9M

2011

Jan 5, 2012

$250M

n/a

$15.0M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$153M

$145M

5.8%

$133M

4.7%