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Matthew Lawrence Desantos

ASSET ALLOCATION STRATEGIES, LLC·FARMINGTON, Michigan
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33305 GRAND RIVER, FARMINGTON, MI 48336CRD# 2833329Firm CRD# 152339
01

About

Matthew Lawrence Desantos is a registered financial advisor based in FARMINGTON, Michigan, affiliated with ASSET ALLOCATION STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ASSET ALLOCATION STRATEGIES, LLC
ASSET ALLOCATION STRATEGIES, LLC
AUM
$627M
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at ASSET ALLOCATION STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2833329
Firm CRD# 152339
2 disclosures on file
View on FINRA BrokerCheck →

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05

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 in FARMINGTON
Michael Patrick Mcevilly — ASSET ALLOCATION STRATEGIES, LLCAlexander K Kocoves — ASSET ALLOCATION STRATEGIES, LLCJustin Benjamin Rolnitzky — ASSET ALLOCATION STRATEGIES, LLCAlex Seth Paul — ASSET ALLOCATION STRATEGIES, LLCDarren Andrew Woolson — ASSET ALLOCATION STRATEGIES, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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