Asset Allocation Strategies LLC

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Assets, Funds, Holdings

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Asset Allocation Strategies LLC
CRD #152339
SEC #801-106707
CIK #0001922879
AUM $626.7 MM (2024-03-07)
Employees 40 (100% Investors, 88% Brokers)
Phone248-489-0101
Address33335 Grand River
Farmington, MI 48336
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
70056042028014002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 3,670 354.9
(b) Individuals (high net worth individuals) 71 96.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 15 175.6
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 3,756 626.7
By Discretionary
Discretionary 3,741 451.2
Non-Discretionary 15 175.6
Total 3,756 626.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 626.7
Total 3,756 626.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001922879]
Comparable Firms State AUM ($BB)
Galecki Financial Management Inc
IN 0.6
Net Worth Advisory Group LLC
UT 0.6
Probity Advisors Inc
TX 0.6
Catalina Capital Group LLC
CA 0.6
Summit Wealth Partners LLC
FL 0.6
Baron Wealth Management LLC
MI 0.6
Gitterman Wealth Management LLC
NJ 0.6
PSI Advisors LLC
FL 0.6
Carolina Wealth Management Inc
NC 0.6
Level Financial Advisors Inc
NY 0.6
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