ASSET ALLOCATION ADVISORS INC

WALNUT CREEK, California·2 registered advisors·CRD# 110336

SEC# 801-31221925-944-9300

01

Firm Overview

AUM

$155M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at ASSET ALLOCATION ADVISORS INC

2 registered advisors

Bruce Douglas Grenke

WALNUT CREEK, California

Gregory Ernest Schultz

WALNUT CREEK, California

05

Office Locations

WALNUT CREEK, California

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Data sourced from SEC Form ADV filings. ASSET ALLOCATION ADVISORS INC (CRD# 110336) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.