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ASSET ALLOCATION STRATEGIES, LLC
CRD 152339 · SEC 801-106707
33335 GRAND RIVER, FARMINGTON, MI, 48336, United States
Phone
248-489-0101
Fax
562-206-7269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$717.3M
Team
45 total employees; 45 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4208 | $549.3M |
| High net worth individuals | 155 | $167.9M |
| Pension/profit sharing plans | 31 | $302.1M |
States served
AL, AR, CA, CO, GA, ID, IL, IN, LA, MA, MI, MT, NE, NC, OH, OK, SC, VA, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD