The ASSET ALLOCATION STRATEGIES is a privately held investment adviser that advises $1.02Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ASSET ALLOCATION STRATEGIES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 488.26% over the last 5-years.
The Group has been registered with the SEC for 10.88 years and is comprised of 1 filing and 0 relying advisers. They operate out of 15 office locations with their Headquarters at 33335 GRAND RIVER, FARMINGTON, MICHIGAN. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 45 employees comprised of 45 investment and 0 non-investment staff. The total number of Employees increased by 36.36% over the last 5-years.
Their $1.02Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 31 other accounts. Assets of Individuals clients own $549.34mn or 53.89% of Total Assets and Pension and Profit Sharing Plans-Private own $302.11mn or 29.64% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ASSET ALLOCATION STRATEGIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.