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Asset Allocation Strategies, LLC

● SEC registered since 2015CRD 152339SEC# 801-106707Farmington, MI
Export (members)
Reg. AUM
$767.4M
Employees
39
Accounts
3,883
Location
Farmington, MI

Asset Allocation Strategies, LLC assets under management

Asset Allocation Strategies, LLC is a registered investment adviser overseen by the SEC based in Farmington, MI. The firm has been registered since 2015. It reports $767.4 million in regulatory assets under management and employs 39 people.
www.linkedin.com/company/glpfinancialgroupView on SEC.gov ↗

Asset Allocation Strategies, LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexander K Kocoves ControlMember/OwnerOver 75%2009
Darren Andrew Woolson ControlChief Compliance Officer, Chief Executive OfficerUnder 5%2024
Justin Benjamin Rolnitzky ControlDirector Of Internal OperationsUnder 5%2019
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Frequently asked questions

How much does Asset Allocation Strategies, LLC manage?

Asset Allocation Strategies, LLC reports $767.4 million in regulatory assets under management on its Form ADV.

How many employees does Asset Allocation Strategies, LLC have?

Asset Allocation Strategies, LLC reports 39 employees.

Where is Asset Allocation Strategies, LLC located?

Asset Allocation Strategies, LLC is based in Farmington, MI and has been SEC-registered since 2015.

Does Asset Allocation Strategies, LLC disclose fund performance?

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

Contact & registration

Address33335 Grand River, Farmington, MI 48336
Phone248-489-0101
Fax562-206-7269
Office hours9 a.m. To 5 p.m. Est
SEC regionChicago Regional Office (CHRO)
CIK1922879
Discloses disciplinary historyYes

Assets under management

Discretionary$556.2M
Non-discretionary$211.2M
Total (RAUM)$767.4M