ASSET ALLOCATION STRATEGIES, LLC

33335 Grand River
Farmington, Michigan 48336
Tel: 248-489-0101

About ASSET ALLOCATION STRATEGIES, LLC

ASSET ALLOCATION STRATEGIES, LLC, formally registered with the SEC as ASSET ALLOCATION STRATEGIES, LLC. The firm was established in 09/28/2015. They have over 27 offices throughout the country.

ASSET ALLOCATION STRATEGIES, LLC is a Farmington, Michigan based Financial Planning firm with nearly $626,742,262 assets under management, offering retirement planning & investment advisory services to 3756 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152339
SEC#	801-106707
Assets Managed by Firm	$626,742,262
No. of Clients	3756
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3756	$626,742,262
Individuals (other than high net worth individuals)	3670	$354,874,389
High net worth individuals	71	$96,303,027
Pension and profit sharing plans	15	$175,564,846

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