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| I'm in the process of updating the data!! apologies for any slow speeds! |
| Asset Allocation Strategies LLC
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| CRD # | 152339 |
| SEC # | 801-106707 |
| CIK # | 0001922879 |
| AUM | $767.4 MM (2025-05-28) |
| Employees | 39 (100% Investors, 82% Brokers) |
| Phone | 248-489-0101 |
| Address | 33335 Grand River Farmington, MI 48336 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,736 | 431.8 |
| (b) Individuals (high net worth individuals) | 123 | 124.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 211.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,883 | 767.4 |
| By Discretionary | ||
| Discretionary | 3,859 | 556.2 |
| Non-Discretionary | 24 | 211.2 |
| Total | 3,883 | 767.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 767.4 | |
| Total | 3,883 | 767.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001922879] |
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Catalina Capital Group LLC
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