Asset Allocation Advisors Inc.
Asset Allocation Advisors Inc. (CRD# 110336) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $158,741,219 in 465 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management159MILLION
Total Number of Accounts465ACCOUNTS
Average Account Value$341,379
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Gregory Schultz (CRD# 709986) is an Investment Advisor Representative working at Asset Allocation Advisors Inc. in Walnut Creek, CA and has over 22 years of experience in the finance industry.