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ASSET ALLOCATION STRATEGIES, LLC
CRD 152339File 801-106707
APPROVED
Retail clients
Disclosure events
Filing as of Jul 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.02B
Above cohort median (national)
Discretionary AUM
$717.3M
Non-discretionary $302.1M
Clients
4,394
6,660 accounts
Employees
45
Top 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 28, 2015
- Principal office
- 33335 GRAND RIVER, FARMINGTON, MI, 48336
- Phone
- 248-489-0101
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.02B
- Discretionary AUM
- $717.3M
- Non-discretionary AUM
- $302.1M
- Discretionary accounts
- 6,629
- Non-discretionary accounts
- 31
- Total accounts
- 6,660
- AUM per client
- $232K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 155 | $167.9M |
| Pension and profit sharing plans | 31 | $302.1M |
| Individuals (other than high net worth individuals) | 4,208 | $549.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.