Asset Allocation Strategies, LLC

Asset Allocation Strategies, LLC (CRD# 152339) is a financial advisory firm headquartered in Farmington Hills, MI. They manage $45,300,000 in 932 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    932
    ACCOUNTS
  • Average Account Value
    $48,605
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.

MA, MI, VT

Financial Advisors at Asset Allocation Strategies, LLC
Showing 1 - 10 of 19 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 14 years of experience in the finance industry.

2
Richard J. Barden
CRD#: 4124175
256 Center St., South Haven, MI 49090
93
Wealthminder
score

Richard Barden (CRD# 4124175) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in South Haven, MI and has over 18 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 17 years of experience in the finance industry.

4
Scott M. Byrne
CRD#: 4438907
Grand Rapids, MI
93
Wealthminder
score

Scott Byrne (CRD# 4438907) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Grand Rapids, MI and has over 12 years of experience in the finance industry.

5
Austin M. Dahm
CRD#: 5011291
Holland, MI
93
Wealthminder
score

Austin Dahm (CRD# 5011291) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Holland, MI and has over 12 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 16 years of experience in the finance industry.

7
Joshua J. De Los Santos
CRD#: 5000852
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Joshua De Los Santos (CRD# 5000852) 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.

8
Chris E. Goldner
CRD#: 5964600
256 Center St., South Haven, MI 49090
93
Wealthminder
score

Chris Goldner (CRD# 5964600) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in South Haven, MI and has over 6 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

10
Michael A. Lucarelli
CRD#: 4245565
37000 West Twelve Mile Road, Suite 101, Farmington Hills, MI 48331
93
Wealthminder
score

Michael Lucarelli (CRD# 4245565) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington Hills, MI and has over 17 years of experience in the finance industry.

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