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
Joel Foreman (CRD# 1311884) 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.
Kenny Goldner (CRD# 6869031) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 5 years of experience in the finance industry.
Cary Hise (CRD# 7326392) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 3 years of experience in the finance industry.
Matthew Lake (CRD# 7412000) 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.
Steven Levine (CRD# 2998653) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.
Ryan Miller (CRD# 6414360) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in South Lyon, MI and has over 9 years of experience in the finance industry.
Todd Olson (CRD# 6411974) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 9 years of experience in the finance industry.
Eric Papacosta (CRD# 5518819) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 15 years of experience in the finance industry.
Deanna Pelletier (CRD# 7864012) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Pompano Beach, FL and has 1 year of experience in the finance industry.
Rodrigo Posse (CRD# 1174233) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Plantation, FL and has 1 year of experience in the finance industry.