Investment adviser · CRD 152339
ASSET ALLOCATION STRATEGIES, LLC
Investment adviser filing (IA)
FARMINGTON, MI, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $1.02B Form ADV · Item 5.F
- Client accounts
- 6,660 Accounts, not individual clients
- Employees
- 45 Reported in this filing
- Advisory professionals
- 45 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 4,208 | $549,341,958 | 53.9% |
| Retirement plans | 31 | $302,105,634 | 29.6% |
| High-net-worth individuals | 155 | $167,927,408 | 16.5% |
Filing source
Form ADV 2130437 · Sep 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
33335 GRAND RIVERFARMINGTON, MI, 48336, United States
CRD 152339
Filing source
Form ADV 2130437 · Sep 18, 2026 · 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.