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Building 2ASSET ALLOCATION STRATEGIES, LLC

Map pinFARMINGTON, MI
Phone248-489-0101
NotebookSEC #801-106707
Total AUM
$1B
Employees
45
Clients
4,394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33335 GRAND RIVER
FARMINGTON
MI 48336
United States
Operating Hours
9 AM TO 5 PM EST
Monday - Friday
Phone
248-489-0101
Other Offices
28

ReceiptFinancials

Total AUM
$1B
Accounts
6,660
Discretionary
$717.3M
Accounts
6,629
Non-Discretionary
$302.1M
Accounts
31

ContactClients

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Individual Clients
4,208
AUM
$549.3M
HNW Individual Clients
155
AUM
$167.9M
Pension/Profit Sharing Plan Clients
31
AUM
$302.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALARCACOFLGAIDILINLAMAMIMTNCNEOHOKSCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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