|
⚲
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| Asset Allocation Strategies LLC
✚
| |
|---|---|
| CRD # | 152339 |
| SEC # | 801-106707 |
| CIK # | 0001922879 |
| AUM | $626.7 MM (2024-03-07) |
| Employees | 40 (100% Investors, 88% Brokers) |
| Phone | 248-489-0101 |
| Address | 33335 Grand River Farmington, MI 48336 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($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
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|
TX | 0.6 |
|
Catalina Capital Group LLC
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|
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 |