Asset Allocation Strategies, LLC

Asset Allocation Strategies, LLC (CRD# 152339) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $29,100,000 in 500 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $58,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AR, CO, FL, ID, IN, MA, MI, MT, OH, OK, SC, TX, VA, VT, WI

Financial Advisors at Asset Allocation Strategies, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Kevin J. Arends
CRD#: 1685075
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Kevin Arends (CRD# 1685075) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 12 years of experience in the finance industry.

2
Richard J. Barden
CRD#: 4124175
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Richard Barden (CRD# 4124175) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 16 years of experience in the finance industry.

3
Todd A. Bertsch
CRD#: 4277562
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Todd Bertsch (CRD# 4277562) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 15 years of experience in the finance industry.

4
Scott M. Byrne
CRD#: 4438907
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Scott Byrne (CRD# 4438907) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 11 years of experience in the finance industry.

5
Austin M. Dahm
CRD#: 5011291
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Austin Dahm (CRD# 5011291) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 11 years of experience in the finance industry.

6
Joe A. Dahm
CRD#: 4516016
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Joe Dahm (CRD# 4516016) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 14 years of experience in the finance industry.

7
Stephen M. Layman
CRD#: 4512719
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Stephen Layman (CRD# 4512719) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 14 years of experience in the finance industry.

8
Richard H. Martin
CRD#: 4499529
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Richard Martin (CRD# 4499529) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 13 years of experience in the finance industry.

9
Shoumya B. Saha
CRD#: 5409945
Walled Lake, MI
93
Wealthminder
score

Shoumya Saha (CRD# 5409945) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Walled Lake, MI and has over 9 years of experience in the finance industry.

10
Matthew A. Wynalda
CRD#: 4391331
Caledonia, MI
93
Wealthminder
score

Matthew Wynalda (CRD# 4391331) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Caledonia, MI and has over 15 years of experience in the finance industry.

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