Overview
Assets Under Management: $767 million
Headquarters: FARMINGTON, MI
High-Net-Worth Clients: 123
Average Client Assets: $1 million
Frequently Asked Questions
ASSET ALLOCATION STRATEGIES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152339), ASSET ALLOCATION STRATEGIES, LLC is subject to fiduciary duty under federal law.
ASSET ALLOCATION STRATEGIES, LLC is headquartered in FARMINGTON, MI.
ASSET ALLOCATION STRATEGIES, LLC serves 123 high-net-worth clients according to their SEC filing dated May 28, 2025. View client details ↓
According to their SEC Form ADV, ASSET ALLOCATION STRATEGIES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
ASSET ALLOCATION STRATEGIES, LLC manages $767 million in client assets according to their SEC filing dated May 28, 2025.
According to their SEC Form ADV, ASSET ALLOCATION STRATEGIES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 123
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.21
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,883
Discretionary Accounts: 3,859
Non-Discretionary Accounts: 24
Regulatory Filings
CRD Number: 152339
Filing ID: 1993491
Last Filing Date: 2025-05-28 09:11:00
Website: https://glpwins.com