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).
Current Firm Details
By the Numbers
-
Total Assets Under Management159MILLION
-
Total Number of Accounts465ACCOUNTS
-
Average Account Value$341,379
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Asset Allocation Advisors Inc.
1
Gregory Schultz (CRD# 709986) is an Investment Advisor Representative working at Asset Allocation Advisors Inc. in Walnut Creek, CA and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.