Asset Allocation Strategies, LLC
Asset Allocation Strategies, LLC (CRD# 152339) is a financial advisory firm headquartered in Farmington, MI. They manage $626,742,262 in 3,756 accounts and serve the financial needs of clients across 22 states (or territories).
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Total Assets Under Management627MILLION
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Total Number of Accounts3,756ACCOUNTS
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Average Account Value$166,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI
Kevin Arends (CRD# 1685075) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 19 years of experience in the finance industry.
Richard Barden (CRD# 4124175) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 24 years of experience in the finance industry.
Michael Brandone (CRD# 1023456) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Frisco, TX and has over 27 years of experience in the finance industry.
Scott Byrne (CRD# 4438907) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 18 years of experience in the finance industry.
Austin Dahm (CRD# 5011291) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 18 years of experience in the finance industry.
Joe Dahm (CRD# 4516016) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 22 years of experience in the finance industry.
Joshua De Los Santos (CRD# 5000852) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Jerome, MI and has over 18 years of experience in the finance industry.
Chad Dixon (CRD# 4024301) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 12 years of experience in the finance industry.
Chris Goldner (CRD# 5964600) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 12 years of experience in the finance industry.
Rodney Keyes (CRD# 3073780) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Fayetteville, GA and has over 13 years of experience in the finance industry.