Be advised. This firm is no longer registered.

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
1850 Mt Diablo Blvd, Ste 335, Walnut Creek, CA 94596
http://www.assetallocationadvisors.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
Gregory Schultz, financial advisor Walnut Creek CA
Gregory E. Schultz
CRD#: 709986
1850 Mt. Diablo Blvd., Suite 335, Walnut Creek, CA 94596
93
Wealthminder
score

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.

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