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Michael Patrick Mcevilly

ASSET ALLOCATION STRATEGIES, LLC·FARMINGTON, Michigan
SIE, Series 7, Series 14, Series 24, Series 63, Series 99TOClean recordASSET ALLOCATION STRATEGIES, LLC
33335 GRAND RIVER, FARMINGTON, MI 48336CRD# 1454973Firm CRD# 152339

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Patrick Mcevilly · FARMINGTON, MI
Registration
CRD #1454973 · ASSET ALLOCATION STRATEGIES, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. 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 Michael Patrick Mcevilly offer?
Michael Patrick Mcevilly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FARMINGTON, Michigan for a consultation.
What are Michael Patrick Mcevilly's credentials?
Michael Patrick Mcevilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Patrick Mcevilly located?
Michael Patrick Mcevilly 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 Michael Patrick Mcevilly charge for services?
Michael Patrick Mcevilly'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
Matthew Lawrence Desantos
FARMINGTON, MI

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Research
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