Investment adviser · CRD 110336

ASSET ALLOCATION ADVISORS INC

Investment adviser filing (IA)

WALNUT CREEK, CA, United States · Form ADV filed Aug 15, 2016

Regulatory AUM
$155M
Form ADV · Item 5.F
Client accounts
453
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 15, 2016. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

1850 MT DIABLO BLVD, STE 335
WALNUT CREEK, CA, 94596, United States

CRD 110336

Filing source

Form ADV 1032892 · Aug 15, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.