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AMERICAN ASSET MANAGEMENT, INC. - Florida Company Profile

Company Details

Entity Name: AMERICAN ASSET MANAGEMENT, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

AMERICAN ASSET MANAGEMENT, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 28 Mar 1995 (30 years ago)
Last Event: CANCEL ADM DISS/REV
Event Date Filed: 29 Apr 2005 (20 years ago)
Document Number: P95000024754
FEI/EIN Number 222285535

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 225 NE Mizner Blvd, Suite 540, BOCA RATON, FL, 33432, US
Mail Address: 225 NE Mizner Blvd, Suite 540, BOCA RATON, FL, 33432, US
ZIP code: 33432
County: Palm Beach
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
0001569454 225 NE MIZNER BLVD., SUITE 540, BOCA RATON, FL, 33432 225 NE MIZNER BLVD., SUITE 540, BOCA RATON, FL, 33432 561-955-8500

Filings since 2025-01-16

Form type 13F-HR
File number 028-15441
Filing date 2025-01-16
Reporting date 2024-12-31
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Filings since 2024-10-15

Form type 13F-HR
File number 028-15441
Filing date 2024-10-15
Reporting date 2024-09-30
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Filings since 2024-07-15

Form type 13F-HR
File number 028-15441
Filing date 2024-07-15
Reporting date 2024-06-30
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Filings since 2024-07-11

Form type N-PX
File number 028-15441
Filing date 2024-07-11
Reporting date 2024-06-30
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Filings since 2024-04-18

Form type 13F-HR
File number 028-15441
Filing date 2024-04-18
Reporting date 2024-03-31
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Filings since 2024-01-25

Form type 13F-HR
File number 028-15441
Filing date 2024-01-25
Reporting date 2023-12-31
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Filings since 2023-10-24

Form type 13F-HR
File number 028-15441
Filing date 2023-10-24
Reporting date 2023-09-30
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Filings since 2023-07-18

Form type 13F-HR
File number 028-15441
Filing date 2023-07-18
Reporting date 2023-06-30
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Filings since 2023-05-11

Form type 13F-HR
File number 028-15441
Filing date 2023-05-11
Reporting date 2023-03-31
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Filings since 2023-01-26

Form type 13F-HR
File number 028-15441
Filing date 2023-01-26
Reporting date 2022-12-31
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Filings since 2022-10-12

Form type 13F-HR
File number 028-15441
Filing date 2022-10-12
Reporting date 2022-09-30
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Filings since 2022-07-19

Form type 13F-HR
File number 028-15441
Filing date 2022-07-19
Reporting date 2022-06-30
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Filings since 2022-05-11

Form type 13F-HR
File number 028-15441
Filing date 2022-05-11
Reporting date 2022-03-31
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Filings since 2022-01-20

Form type 13F-HR
File number 028-15441
Filing date 2022-01-20
Reporting date 2021-12-31
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Filings since 2021-11-09

Form type 13F-HR
File number 028-15441
Filing date 2021-11-09
Reporting date 2021-09-30
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Filings since 2021-07-23

Form type 13F-HR
File number 028-15441
Filing date 2021-07-23
Reporting date 2021-06-30
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Filings since 2021-04-27

Form type 13F-HR
File number 028-15441
Filing date 2021-04-27
Reporting date 2021-03-31
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Filings since 2021-01-29

Form type 13F-HR
File number 028-15441
Filing date 2021-01-29
Reporting date 2020-12-31
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Filings since 2020-11-16

Form type 13F-HR
File number 028-15441
Filing date 2020-11-16
Reporting date 2020-09-30
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Filings since 2020-08-06

Form type 13F-HR
File number 028-15441
Filing date 2020-08-06
Reporting date 2020-06-30
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Filings since 2020-05-12

Form type 13F-HR
File number 028-15441
Filing date 2020-05-12
Reporting date 2020-03-31
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Filings since 2020-01-30

Form type 13F-HR
File number 028-15441
Filing date 2020-01-30
Reporting date 2019-12-31
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Filings since 2019-10-28

Form type 13F-HR
File number 028-15441
Filing date 2019-10-28
Reporting date 2019-09-30
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Filings since 2019-07-31

Form type 13F-HR
File number 028-15441
Filing date 2019-07-31
Reporting date 2019-06-30
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Filings since 2019-04-15

Form type 13F-HR
File number 028-15441
Filing date 2019-04-15
Reporting date 2019-03-31
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Filings since 2019-02-05

Form type 13F-HR
File number 028-15441
Filing date 2019-02-05
Reporting date 2018-12-31
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Filings since 2018-10-29

Form type 13F-HR
File number 028-15441
Filing date 2018-10-29
Reporting date 2018-09-30
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Filings since 2018-07-31

Form type 13F-HR
File number 028-15441
Filing date 2018-07-31
Reporting date 2018-06-30
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Filings since 2018-05-03

Form type 13F-HR
File number 028-15441
Filing date 2018-05-03
Reporting date 2018-03-31
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Filings since 2018-01-17

Form type 13F-HR
File number 028-15441
Filing date 2018-01-17
Reporting date 2017-12-31
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Filings since 2017-11-13

Form type 13F-HR
File number 028-15441
Filing date 2017-11-13
Reporting date 2017-09-30
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Filings since 2017-08-07

Form type 13F-HR
File number 028-15441
Filing date 2017-08-07
Reporting date 2017-06-30
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Filings since 2017-05-05

Form type 13F-HR
File number 028-15441
Filing date 2017-05-05
Reporting date 2017-03-31
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Filings since 2017-02-02

Form type 13F-HR
File number 028-15441
Filing date 2017-02-02
Reporting date 2016-12-31
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Filings since 2016-11-09

Form type 13F-HR
File number 028-15441
Filing date 2016-11-09
Reporting date 2016-09-30
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Filings since 2016-07-28

Form type 13F-HR
File number 028-15441
Filing date 2016-07-28
Reporting date 2016-06-30
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Filings since 2016-05-05

Form type 13F-HR
File number 028-15441
Filing date 2016-05-05
Reporting date 2016-03-31
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Filings since 2016-01-19

Form type 13F-HR
File number 028-15441
Filing date 2016-01-19
Reporting date 2015-12-31
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Filings since 2015-10-09

Form type 13F-HR
File number 028-15441
Filing date 2015-10-09
Reporting date 2015-09-30
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Filings since 2015-07-09

Form type 13F-HR
File number 028-15441
Filing date 2015-07-09
Reporting date 2015-06-30
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Filings since 2015-04-15

Form type 13F-HR
File number 028-15441
Filing date 2015-04-15
Reporting date 2015-03-31
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Filings since 2015-02-02

Form type 13F-HR
File number 028-15441
Filing date 2015-02-02
Reporting date 2014-12-31
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Filings since 2014-11-06

Form type 13F-HR
File number 028-15441
Filing date 2014-11-06
Reporting date 2014-09-30
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Filings since 2014-07-21

Form type 13F-HR
File number 028-15441
Filing date 2014-07-21
Reporting date 2014-06-30
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Filings since 2014-05-12

Form type 13F-HR
File number 028-15441
Filing date 2014-05-12
Reporting date 2014-03-31
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Filings since 2014-01-22

Form type 13F-HR
File number 028-15441
Filing date 2014-01-22
Reporting date 2013-12-31
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Filings since 2013-10-18

Form type 13F-HR
File number 028-15441
Filing date 2013-10-18
Reporting date 2013-09-30
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Filings since 2013-08-06

Form type 13F-HR
File number 028-15441
Filing date 2013-08-06
Reporting date 2013-06-30
File View File

Filings since 2013-04-08

Form type 13F-HR
File number 028-15441
Filing date 2013-04-08
Reporting date 2013-03-31
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Filings since 2013-03-11

Form type 13F-HR
File number 028-15441
Filing date 2013-03-11
Reporting date 2012-12-31
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form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2023 222285535 2024-06-05 AMERICAN ASSET MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2022 222285535 2023-04-25 AMERICAN ASSET MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2021 222285535 2022-06-08 AMERICAN ASSET MANAGEMENT, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2020 222285535 2021-07-06 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2019 222285535 2020-09-24 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2018 222285535 2020-09-24 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2018 222285535 2019-05-28 AMERICAN ASSET MANAGEMENT, INC. 3
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2017 222285535 2018-02-26 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2016 222285535 2017-07-18 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432
AMERICAN ASSET MANAGEMENT, INC. 401K PLAN 2015 222285535 2016-09-06 AMERICAN ASSET MANAGEMENT, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2008-01-01
Business code 523900
Sponsor’s telephone number 5619558500
Plan sponsor’s address 225 NE MIZNER BLVD, SUITE 540, BOCA RATON, FL, 33432

Key Officers & Management

Name Role Address
RUBINSTEIN JULIAN President 400 SE 5th Ave, BOCA RATON, FL, 33432
RUBINSTEIN JULIAN Agent 225 NE Mizner Blvd, BOCA RATON, FL, 33432

Events

Event Type Filed Date Value Description
CHANGE OF MAILING ADDRESS 2016-04-19 225 NE Mizner Blvd, Suite 540, BOCA RATON, FL 33432 -
REGISTERED AGENT ADDRESS CHANGED 2016-04-19 225 NE Mizner Blvd, Suite 540, BOCA RATON, FL 33432 -
CHANGE OF PRINCIPAL ADDRESS 2016-04-19 225 NE Mizner Blvd, Suite 540, BOCA RATON, FL 33432 -
CANCEL ADM DISS/REV 2005-04-29 - -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2004-10-01 - -
NAME CHANGE AMENDMENT 1996-06-14 AMERICAN ASSET MANAGEMENT, INC. -
CORPORATE MERGER 1995-03-28 - CORPORATION WAS A MERGER RESULT. TOTAL NUMBER OF QUALIFIED CORPORATION(S) INVOLVED WAS 0. CORPORATE MERGER NUMBER 900000006199

Documents

Name Date
ANNUAL REPORT 2024-01-27
ANNUAL REPORT 2023-06-12
ANNUAL REPORT 2022-01-31
ANNUAL REPORT 2021-02-08
ANNUAL REPORT 2020-01-24
ANNUAL REPORT 2019-02-21
ANNUAL REPORT 2018-01-16
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-04-19
ANNUAL REPORT 2015-02-24

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7012938803 2021-04-21 0455 PPS 225 NE Mizner Blvd Ste 540, Boca Raton, FL, 33432-4078
Loan Status Date 2021-10-22
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 29772
Loan Approval Amount (current) 29772
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529652
Servicing Lender Name Amur Equipment Finance, Inc.
Servicing Lender Address 308 N. Locust St, Suite 100, Grand Island, NE, 68801
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33432-4078
Project Congressional District FL-23
Number of Employees 2
NAICS code 523930
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 529652
Originating Lender Name Amur Equipment Finance, Inc.
Originating Lender Address Grand Island, NE
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 29899.36
Forgiveness Paid Date 2021-09-27
6537618407 2021-02-10 0455 PPP 225 NE Mizner Blvd Ste 540, Boca Raton, FL, 33432-4078
Loan Status Date 2021-09-28
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 18565
Loan Approval Amount (current) 18565
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Boca Raton, PALM BEACH, FL, 33432-4078
Project Congressional District FL-23
Number of Employees 4
NAICS code 523930
Borrower Race White
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 18653.5
Forgiveness Paid Date 2021-08-04

Date of last update: 02 Apr 2025

Sources: Florida Department of State