AMERICAN MONEY MANAGEMENT, LLC

HTTP://WWW.AMMINVEST.COM RANCHO SANTA FE, CA Investment Advisor How do I update this listing?

American Money Management is based out of Rancho Santa Fe. American Money Management is a large advisory firm with 488 clients and discretionary assets under management (AUM) of $263,761,199 (Form ADV from 2018-03-22). Their last reported 13F filing for Q4 2018 included $158,614,000 in managed 13F securities and a top 10 holdings concentration of 34.62%. American Money Management's largest holding is iShares 0-5 Year TIPS Bond ETF with shares held of 81,061. American Money Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 21 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $158.614 Million
  • Prior Market Value $174.576 Million
  • New Purchases3 stocks
  • Additional Purchases17 stocks
  • Sold out of6 stocks
  • Reduced holdings in47 stocks
  • Top 10 Holdings % 34.62 %
  • Turnover % [1]:12.16%
  • Turnover Alt % [2]: 9.09 %
  • Time Held Top20:8.35 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:14.66 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: -2.88%
Performance Last 4 Quarters: -0.16%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

AMERICAN MONEY MANAGEMENT, LLC
14249 RANCHO SANTA FE FARMS ROAD
RANCHO SANTA FE CA    92067
Country: United States

Business Phone: 858-755-0909
Fax: 858-259-6906
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 9
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 8,259,280
Total Number of Clients: 488
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Non-derivative Insider Transactions Since 12/31/2018

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AMERICAN MONEY MANAGEMENT, LLC

ownership team - last updated 2017-09-29
Name Title Start Date Direct/Indirect % Ownership
MOORE, MICHAEL, JOHN MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER 04/01/2006 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMERICAN MONEY MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2005-06-01
AMERICAN MONEY MANAGEMENT, LLC MEMBER/MANAGER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER direct 2006-04-01
AMERICAN MONEY MANAGEMENT, LLC MEMBER direct 2006-04-01
AMERICAN MONEY MANAGEMENT, LLC MEMBER/MANAGER/CHIEF INVESTMENT OFFICER direct 2006-04-01
WISDOM, GABRIEL, BENWOOL MEMBER/MANAGER/MANAGING DIRECTOR 01/01/1999 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
AMERICAN MONEY MANAGEMENT, LLC MEMBER/MANAGER/MANAGING DIRECTOR direct 1999-01-01
AMERICAN MONEY MANAGEMENT, LLC MEMBER/MANAGER direct 1999-01-01 2002-07-11

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