American Assets Capital Advisers LLC

American Assets Capital Advisers, LLC es una empresa de responsabilidad limitada con dos empleados asesores que atiende a dos clientes. La firma está legalmente registrada como AMERICAN ASSETS CAPITAL ADVISERS, LLC y ha sido aprobada por la Comisión de Bolsa y Valores de los Estados Unidos desde julio de 2014.

• AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

  MEMBER posee más del 50% pero menos del 75%

• BURLAND BLAND EAST

  CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER posee menos de 5%

• ERNEST SYLVAN RADY

  EXECUTIVE CHAIRMAN posee menos de 5%

• JULIE LYNN SCHWARTZ

  SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER posee menos de 5%

• MIN ZHENG

  VICE PRESIDENT, CHIEF ACCOUNTING OFFICER posee menos de 5%

• SOLEDAD REALTY CAPITAL, INC.

  MEMBER posee más del 50% pero menos del 75%

• BURLAND BLAND EAST

  SOLE SHAREHOLDER posee 75% o más

• ERNEST SYLVAN RADY

  TRUSTEE OF ERNEST RADY TRUST (SOLE MEMBER OF AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC) posee 75% o más

• FAIRFIELD REALTY ADVISORS LLC
• PURE Financial Advisors Inc
• Reason Financial
• MCNAUGHTON WEALTH MANAGEMENT, LLC
• Denali Advisors LLC
• Wealth Manager Group II LLC
• CCG Wealth Management LLC
• Private Asset Management Inc
• Creative Capital Management Investments LLC
• Rowling and Associates Accountancy Corporation

• Investment Strategies: American Assets Capital Advisers, LLC Q4 2022 vs. Q1 2023