Julian Rubinstein

AMERICAN ASSET MANAGEMENT

BOCA RATON, FL 33432

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CRD#: 2779743

Professional summary

Julian Rubinstein is a registered financial advisor currently at AMERICAN ASSET MANAGEMENT INC. located in Boca Raton, Florida.

Julian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Julian has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Rubinstein's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 9, 2003 - Present

AMERICAN ASSET MANAGEMENT INC.

Office #1: 150 East Palmetto Park Road Suite 800, Boca Raton, FL 33432

RIA

CRD#: 123116

BOCA RATON, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AMERICAN ASSET MANAGEMENT INC.

AMERICAN ASSET MANAGEMENT INC. | VENTNOR FUND LP | VENTNOR CAPITAL MANAGEMENT

CRD#: 123116 / SEC#: 801-61586

RIA

Registered Investment Advisory firm - (11/7/2002 Approved)

Florida

Registered Investment Advisory firm - (3/6/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(1/9/2003)

IAR

Texas
(5/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

AMERICAN ASSET MANAGEMENT INC.

AMERICAN ASSET MANAGEMENT INC. | VENTNOR FUND LP | VENTNOR CAPITAL MANAGEMENT

CRD#: 123116 / SEC#: 801-61586

RIA

Registered Investment Advisory firm - (11/7/2002 Approved)

Florida

Registered Investment Advisory firm - (3/6/2003 Terminated)

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Contact information

Main Address

150 East Palmetto Park Road Suite 800, Boca Raton, FL 33432

Mailing Address

Phone number

(561) 955-8500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AMERICAN ASSET MANAGMENT ADV PART 2 BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts	575
AUM (Assets Under Management)	$ 144,887,384

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Julian Rubinstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julian Rubinstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN ASSET MANAGEMENT INC.

Primary Firm SEC Registration

AMERICAN ASSET MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Current Firm

AMERICAN ASSET MANAGEMENT INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN ASSET MANAGEMENT INC.

TRUST BUT VERIFY

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