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Rene Paul Decharon

American Money Management, LLC

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About Rene Paul Decharon

Rene Decharon is a financial advisor in Rancho Santa Fe, California. Rene has been in the financial industry for over 27 years and is currently registered with American Money Management, LLC. Previously, Rene was registered with PRUCO SECURITIES CORPORATION. Rene has a Series 6 and Series 63 license and is a Certified Financial Planner. Rene offers a variety of financial services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Rene Decharon is currently registered with American Money Management, LLC. American Money Management, LLC is an investment advisor based in Rancho Santa Fe, CA. The firm provides a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. They manage approximately $660,473,182 in assets, with a focus on high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
American Money Management, LLC

14249 RANCHO SANTA FE FARMS ROAD

RANCHO SANTA FE, CA 92067

$660.47M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rene Decharon’s Registration & Firm History

CA

06/23/2021 - Present

American Money Management, LLC (RANCHO SANTA FE CA)

NJ

10/10/1994 - 09/25/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/07/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rene Paul Decharon.
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