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).
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Total Assets Under Management627MILLION
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Total Number of Accounts3,756ACCOUNTS
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Average Account Value$166,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AL, AR, CA, CO, FL, GA, ID, IL, IN, LA, MA, MI, MT, NC, NE, OH, OK, SC, TX, VA, WA, WI
Stephen Layman (CRD# 4512719) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 21 years of experience in the finance industry.
Romonia Lee (CRD# 6381198) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 10 years of experience in the finance industry.
Michael Lucarelli (CRD# 4245565) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Wilton Manors, FL and has over 23 years of experience in the finance industry.
Steven Lusky (CRD# 6038640) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 11 years of experience in the finance industry.
Nicholas Pagano (CRD# 5738467) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Novi, MI and has over 14 years of experience in the finance industry.
Justin Rolnitzky (CRD# 6030236) 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.
Matthew Wynalda (CRD# 4391331) 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.
Indra Arango (CRD# 7517056) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Miami, FL and has 1 year of experience in the finance industry.
Justin Cherwinski (CRD# 6200521) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 10 years of experience in the finance industry.
Rocio Espinosa (CRD# 7477761) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 2 years of experience in the finance industry.