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).

Current Firm Details
33335 Grand River, Farmington, MI 48336
https://glpfinancialgroup.com/
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 31 - 35 of 35 top financial advisors.
31
Sampson Reavis, financial advisor Farmington MI
Sampson P. Reavis
CRD#: 7316820
33335 Grand River, Farmington, MI 48336

Sampson Reavis (CRD# 7316820) 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.

32
Stefan Ropp, financial advisor Farmington MI
Stefan C. Ropp
CRD#: 7020568
33335 Grand River, Farmington, MI 48336

Stefan Ropp (CRD# 7020568) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 4 years of experience in the finance industry.

33
David Sawinski, financial advisor Farmington MI
David P. Sawinski
CRD#: 1807166
33335 Grand River, Farmington, MI 48336

David Sawinski (CRD# 1807166) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Farmington, MI and has over 34 years of experience in the finance industry.

34
James Smith, financial advisor Fennville MI
James A. Smith
CRD#: 7326480
Fennville, MI

James Smith (CRD# 7326480) is an Investment Advisor Representative working at Asset Allocation Strategies, LLC in Fennville, MI and has over 2 years of experience in the finance industry.

35
Kyle Tetreault, financial advisor Farmington MI
Kyle W. Tetreault
CRD#: 7405893
33335 Grand River, Farmington, MI 48336

Kyle Tetreault (CRD# 7405893) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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