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 privately owned limited liability company that has been SEC-registered since 2015. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory offering includes financial planning, portfolio management for individuals/small businesses and for businesses or institutions, manager selection, and educational seminars/workshops. Fee arrangements reported include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and lists industry affiliations with a broker-dealer and an insurance company.
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 40Nicholas Pagano
Investment Advisor RepresentativeCRD 5738467
Matthew Wynalda
Investment Advisor RepresentativeCRD 4391331
Scott Byrne
Investment Advisor RepresentativeCRD 4438907
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$761M in ETFs
69%
$525M
15%
$236M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $50.7M | 577,339 | 6.66% |
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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