Unclaimed Profile

Bruce Douglas Grenke

ASSET ALLOCATION ADVISORS INC·WALNUT CREEK, California

SIE, Series 7, Series 24, Series 63Clean record38 years registeredASSET ALLOCATION ADVISORS INC

1850 MT DIABLO BLVD, WALNUT CREEK, CA 94596CRD# 1323481Firm CRD# 110336

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bruce Douglas Grenke · WALNUT CREEK, CA

Registration

CRD #1323481 · ASSET ALLOCATION ADVISORS INC · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ASSET ALLOCATION ADVISORS INC

BURTON ENRIGHT WELCH

Oct 2016 – Nov 2024

Walnut Creek, CA

ASSET ALLOCATION ADVISORS INC

Jan 1988 – Dec 2016

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 5, 1988

Years registered · 38

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSET ALLOCATION ADVISORS INC

CRD 110336 · SEC 801-31221

AUM

$155M

Regulatory assets under management

Employees

453 client accounts

Services offered by ASSET ALLOCATION ADVISORS INC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ASSET ALLOCATION ADVISORS INC →

Introduction

Speak with Bruce

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Bruce is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in WALNUT CREEK?

Browse all registered financial advisors in WALNUT CREEK, California or claim this profile if it's yours.

Browse WALNUT CREEK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Bruce Douglas Grenke offer?

Bruce Douglas Grenke specializes in Investment Management, Fee-Only Advisory.

What are Bruce Douglas Grenke's credentials?

Bruce Douglas Grenke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bruce Douglas Grenke located?

Bruce Douglas Grenke is based in WALNUT CREEK, California, last registered with ASSET ALLOCATION ADVISORS INC.

How does Bruce Douglas Grenke charge for services?

Bruce Douglas Grenke's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSET ALLOCATION ADVISORS INC?

ASSET ALLOCATION ADVISORS INC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →