Asset Allocation Strategies, LLC
Farmington, MI·SEC-registered · CRD #152339
Asset Allocation Strategies, LLC is an SEC-registered investment advisory firm in Farmington, MI managing $1.0B across 6.7k client accounts, with 45 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.0B
Client accounts
6.7k
Advisory staff
45
Fee model
Fee-based
How Asset Allocation Strategies, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Asset Allocation Strategies, LLC
How much does Asset Allocation Strategies, LLC manage?
Per its most recent SEC Form ADV filing (03/05/2026), Asset Allocation Strategies, LLC reports $1.0B in regulatory assets under management across roughly 6.7k client accounts.
How does Asset Allocation Strategies, LLC charge?
Asset Allocation Strategies, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Asset Allocation Strategies, LLC a fiduciary?
Yes. Asset Allocation Strategies, LLC is registered with the U.S. Securities and Exchange Commission (CRD #152339), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Asset Allocation Strategies, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Asset Allocation Strategies, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Farmington, MI
Profile compiled from Asset Allocation Strategies, LLC's public SEC Form ADV filing (CRD #152339, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Asset Allocation Strategies, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Asset Allocation Strategies, LLC? Claim this profile.