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Asset Allocation Strategies LLC
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CRD # | 152339 |
SEC # | 801-106707 |
CIK # | 0001922879 |
AUM | $626.7 MM (2024-03-07) |
Employees | 40 (100% Investors, 88% Brokers) |
Phone | 248-489-0101 |
Address | 33335 Grand River Farmington, MI 48336 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
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 |