Asset Allocation Strategies, LLC
Firm details
- Headquarters
- Farmington, Michigan
- CRD number
- 152339
- Registered since
- September 28, 2015
- Website
- www.glpfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., PCS / IPX
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.89%
- Pension & Profit Sharing Plans29.64%
- HNWI16.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Asset Allocation Strategies, LLC is a fee-based wealth management firm founded and registered with the SEC in 2015. The firm serves both individual and family clients and institutional clients, charging a mix of percentage-of-AUM fees, hourly fees, and fixed fees. Its advisory services emphasize financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, selection of third-party advisers, and client education through seminars and workshops. The firm identifies itself as a capital allocator and is affiliated with broker-dealer and insurance company channels. It does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Alexander Kocoves
CEO And Chairman Of The BoardCRD 4235071
Contacts
3 of 40
Michael Lucarelli
Registered Investment AdvisorCRD 4245565
Sampson Reavis
Registered RepresentativeCRD 7316820
Robert Doehrer
Investment AdvisorCRD 8043738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 178Active vs passive
$678M in ETFs
72%
$487M
15%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $33.7M | 440,487 | 4.97% |
Location
Farmington, MI
Oakland
Location
Farmington, MI
Headquartered in Farmington, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 33335 Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
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