Asset Allocation Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, MI. Its latest Form ADV filing, dated March 5, 2026, reports $1.0B in regulatory assets under management, 45 employees, 28 offices, and 6,660 accounts.
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
4,208
2
HNWI
3.5%
155
3
Pension Plans
0.7%
31
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 5, 2026
Discretionary70.4%
$717M
70% of total RAUM70.4%
Non-discretionary29.6%
$302M
30% of total RAUM29.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts6,660
10Y AUM Change+$974M (+2150.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee98:1
10Y Employee Change+29 (+181.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.