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Asset Allocation & Management Company, LLC

● SEC registered since 2001CRD 109875SEC# 801-60075Chicago, IL
Export (members)
Reg. AUM
$24.03B
Employees
46
Accounts
811
Location
Chicago, IL

Asset Allocation & Management Company, LLC assets under management

Asset Allocation & Management Company, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2001. It reports $24 billion in regulatory assets under management and employs 46 people.
www.youtube.com/channel/uccw1tazarium38gjvq1rbaaView on SEC.gov ↗

Asset Allocation & Management Company, LLC owners & executives

18 reported
NameTitleOwnershipSince
Bravo, Inc. ControlMember5-10%2010
Chelsea Lynn Klassa ControlChief Compliance OfficerUnder 5%2019
Dan Byrnes ControlPresidentUnder 5%2025
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Frequently asked questions

How much does Asset Allocation & Management Company, LLC manage?

Asset Allocation & Management Company, LLC reports $24 billion in regulatory assets under management on its Form ADV.

How many employees does Asset Allocation & Management Company, LLC have?

Asset Allocation & Management Company, LLC reports 46 employees.

Where is Asset Allocation & Management Company, LLC located?

Asset Allocation & Management Company, LLC is based in Chicago, IL and has been SEC-registered since 2001.

Does Asset Allocation & Management Company, LLC disclose fund performance?

Asset Allocation & Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 S. Riverside Plaza, Ste 700, Chicago, IL 60606-3798
Phone312-263-2900
Fax312-263-1196
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1498383
Discloses disciplinary historyNo

Assets under management

Discretionary$23.84B
Non-discretionary$187.9M
Total (RAUM)$24.03B