|
⚲
|
| Keyboard |
| Asset Allocation Strategies LLC
✚
|
|
|---|---|
| CRD # | 152339 |
| SEC # | 801-106707 |
| CIK # | 0001922879 |
| AUM | 1,019.4 M (2026-03-05) |
| Employees | 45 (100% Investors, 78% Brokers) |
| Phone | 248-489-0101 |
| Address | 33335 Grand River Farmington, MI 48336 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,208 | 549.3 |
| (b) Individuals (high net worth individuals) | 155 | 167.9 |
| (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 | 31 | 302.1 |
| (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 | 6,660 | 1,019.4 |
| By Discretionary | ||
| Discretionary | 6,629 | 717.3 |
| Non-Discretionary | 31 | 302.1 |
| Total | 6,660 | 1,019.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,019.4 | |
| Total | 6,660 | 1,019.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001922879] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Modern Portfolio Management Inc
✚
|
OH | 1,038.6 M |
|
Walkner Condon Financial Advisors LLC
✚
|
WI | 1,031.2 M |
|
Breakwater Capital Group
✚
|
NJ | 1,019.2 M |
|
Lafleur & Godfrey LLC
✚
|
MI | 1,016.4 M |
|
Dorsey Wright & Associates LLC
✚
|
VA | 1,011.9 M |
|
Legacy Financial Group LLC
✚
|
IA | 1,007.6 M |
|
Everest Financial Group LLC
✚
|
MN | 1,002.5 M |
|
Capsouth Partners Inc
✚
|
AL | 1,001.3 M |
|
Commonwealth Financial Services LLC
✚
|
WV | 994.7 M |
|
McLean Asset Management Corporation
✚
|
VA | 993.9 M |