Asset Allocation Strategies, LLC

Asset Allocation Strategies, LLC (CRD# 152339) is a financial advisory firm headquartered in Farmington, MI. They manage $626,742,262 in 3,756 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    627
    MILLION
  • Total Number of Accounts
    3,756
    ACCOUNTS
  • Average Account Value
    $166,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI

Financial Advisors at Asset Allocation Strategies, LLC
Showing 1 - 10 of 36 top financial advisors.
1
Kevin J. Arends
CRD#: 1685075
33335 Grand River, Farmington, MI 48336

Kevin Arends (CRD# 1685075) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 19 years of experience in the finance industry.

2
Richard J. Barden
CRD#: 4124175
33335 Grand River, Farmington, MI 48336

Richard Barden (CRD# 4124175) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 24 years of experience in the finance industry.

3
Michael J. Brandone
CRD#: 1023456
Frisco, TX

Michael Brandone (CRD# 1023456) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Frisco, TX and has over 27 years of experience in the finance industry.

4
Scott M. Byrne
CRD#: 4438907
33335 Grand River, Farmington, MI 48336

Scott Byrne (CRD# 4438907) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 18 years of experience in the finance industry.

5
Austin M. Dahm
CRD#: 5011291
33335 Grand River, Farmington, MI 48336

Austin Dahm (CRD# 5011291) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 18 years of experience in the finance industry.

6
Joe A. Dahm
CRD#: 4516016
33335 Grand River, Farmington, MI 48336

Joe Dahm (CRD# 4516016) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 22 years of experience in the finance industry.

7
Joshua J. De Los Santos
CRD#: 5000852
Jerome, MI

Joshua De Los Santos (CRD# 5000852) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Jerome, MI and has over 18 years of experience in the finance industry.

8
Chad E. Dixon
CRD#: 4024301
380 Town Plaza Ave., Suite 450, Ponte Vedra, FL 32081

Chad Dixon (CRD# 4024301) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Ponte Vedra, FL and has over 12 years of experience in the finance industry.

9
Chris E. Goldner
CRD#: 5964600
33335 Grand River, Farmington, MI 48336

Chris Goldner (CRD# 5964600) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 12 years of experience in the finance industry.

10
Rodney P. Keyes
CRD#: 3073780
Fayetteville, GA

Rodney Keyes (CRD# 3073780) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Fayetteville, GA and has over 13 years of experience in the finance industry.

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