Home
›
Firms
›
ASSET ALLOCATION STRATEGIES, LLC
ASSET ALLOCATION STRATEGIES, LLC
FARMINGTON, Michigan
·
7 registered advisors
·
CRD# 152339
SEC# 801-106707
26
248-489-0101
01
Firm Overview
AUM
$627M
Regulatory assets under management
Employees
40
Total firm employees
Advisors
7
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ASSET ALLOCATION STRATEGIES, LLC
7 registered advisors
Alexander K Kocoves
FARMINGTON, Michigan
CRD# 4235071
Alex Seth Paul
FARMINGTON, Michigan
CRD# 6435641
Darren Andrew Woolson
FARMINGTON, Michigan
CRD# 4055818
Justin Benjamin Rolnitzky
FARMINGTON, Michigan
CRD# 6030236
Matthew Lawrence Desantos
FARMINGTON, Michigan
CRD# 2833329
Michael Patrick Mcevilly
FARMINGTON, Michigan
CRD# 1454973
Richard Hubbard Martin
FARMINGTON HILLS, Michigan
CRD# 4499529
05
Office Locations
FARMINGTON, Michigan
6 advisors
FARMINGTON HILLS, Michigan
1 advisor
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ASSET ALLOCATION STRATEGIES, LLC (CRD# 152339) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.