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ASSET ALLOCATION STRATEGIES, LLC
CRD 152339File 801-106707
APPROVED
Retail clients
Disclosure events
Filing as of Sep 18, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 45 | increased by6 |
| Apr 1, 2026 | Clients | 3,883 | 4,394 | increased by511 |
| Apr 1, 2026 | AUM | $767,431,598 | $1,019,375,000 | increased by$251,943,402 |
| Apr 1, 2026 | Accounts | 3,883 | 6,660 | increased by2,777 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 39 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,649 | 3,883 | increased by2,234 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $388,045,217 | $767,431,598 | increased by$379,386,381 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,992 | 3,883 | increased by891 |
| Apr 1, 2022 | Clients | 1,622 | 1,649 | increased by27 |
| Apr 1, 2022 | AUM | $173,285,828 | $388,045,217 | increased by$214,759,389 |
| Apr 1, 2022 | Accounts | 1,622 | 2,992 | increased by1,370 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSET ALLOCATION” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET ALLOCATION” may also match similarly-named firms). Confirm identity against each filing.
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.