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Matthew Lawrence Desantos

ASSET ALLOCATION STRATEGIES, LLC·FARMINGTON, Michigan
SIE, Series 6, Series 26, Series 63Clean recordASSET ALLOCATION STRATEGIES, LLC
33305 GRAND RIVER, FARMINGTON, MI 48336CRD# 2833329Firm CRD# 152339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Lawrence Desantos · FARMINGTON, MI
Registration
CRD #2833329 · ASSET ALLOCATION STRATEGIES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ASSET ALLOCATION STRATEGIES, LLC
CRD 152339 · SEC 801-106707
AUM
$627M
Regulatory assets under management
Employees
40
3,756 client accounts
Services offered by ASSET ALLOCATION STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ASSET ALLOCATION STRATEGIES, LLC →
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04

Frequently Asked Questions

What services does Matthew Lawrence Desantos offer?
Matthew Lawrence Desantos specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Michigan for a consultation.
What are Matthew Lawrence Desantos's credentials?
Matthew Lawrence Desantos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lawrence Desantos located?
Matthew Lawrence Desantos is based in FARMINGTON, Michigan, working with ASSET ALLOCATION STRATEGIES, LLC. Their office serves clients in the FARMINGTON metropolitan area and surrounding communities.
How does Matthew Lawrence Desantos charge for services?
Matthew Lawrence Desantos's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET ALLOCATION STRATEGIES, LLC?
ASSET ALLOCATION STRATEGIES, LLC has approximately 40 employees and manages $627M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ASSET ALLOCATION STRATEGIES, LLC

Alex Seth Paul
FARMINGTON, MI
CFA
Justin Benjamin Rolnitzky
FARMINGTON, MI
Richard Hubbard Martin
FARMINGTON HILLS, MI
Darren Andrew Woolson
FARMINGTON, MI
Michael Patrick Mcevilly
FARMINGTON, MI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Michigan
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Research
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