American Assets Investment Management, LLC

Overview

American Assets Investment Management, LLC is an SEC registered investment adviser based in San Diego, CA, registered since 2006. It reports $5.9B in assets under management across 12 accounts, with 5 employees. It has 1 investment adviser representatives.

Reported AUM

$5.9B

Discretionary

100%

Accounts

12

Average account

$489M

Employees

5

Advisory reps

1

Registered since

2006

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Insurance Companies
• Pooled Investment Vehicles

Fee structure

Percentage of Assets

Executive officers 3 of 3

• Ernest Sylvan Rady Chief Executive Officer, Chief Compliance Officer, Chief Investment Officer CRD 2407139
• Min Zheng Chief Financial Officer CRD 6627742
• Julie Lynn Schwartz General Counsel CRD 6462100

Advisory reps 1 of 1

• John Geeyong Um Investment Adviser Rep CRD 3226191

Location

Headquarters

3430 Carmel Mountain Rd Ste 150
San Diego, CA 92121

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

Similar firms near San Diego

• Chandler Asset Management IncSan Diego, CA$45.3B AUM
• Independent Financial Group, LLCSan Diego, CA$12.9B AUM
• Pure Financial Advisors, LLCSan Diego, CA$11.1B AUM
• Fairfield Realty Advisors LLCSan Diego, CA$6.2B AUM
• LM Capital Group, LLCSan Diego, CA$6.1B AUM