Asset Allocation & Management Company, LLC
● SEC registered since 2001CRD 109875SEC# 801-60075Chicago, IL
Reg. AUM
$27.49B
Employees
49
Accounts
846
Location
Chicago, IL
Asset Allocation & Management Company, LLC assets under management
Asset Allocation & Management Company, LLC is a registered investment adviser overseen by the SEC based in Chicago, IL. The firm has been registered since 2001. It reports $27.5 billion in regulatory assets under management and employs 49 people.
Asset Allocation & Management Company, LLC owners & executives
18 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bravo, Inc. Control | Member | 5-10% | 2010 |
| Chelsea Lynn Klassa Control | Chief Compliance Officer | Under 5% | 2019 |
| Dan Byrnes Control | Chief Executive Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Asset Allocation & Management Company, LLC manage?
Asset Allocation & Management Company, LLC reports $27.5 billion in regulatory assets under management on its Form ADV.
How many employees does Asset Allocation & Management Company, LLC have?
Asset Allocation & Management Company, LLC reports 49 employees.
Where is Asset Allocation & Management Company, LLC located?
Asset Allocation & Management Company, LLC is based in Chicago, IL and has been SEC-registered since 2001.
Does Asset Allocation & Management Company, LLC disclose fund performance?
Asset Allocation & Management Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10 S. Riverside Plaza, Ste 700, Chicago, IL 60606-3798 |
| Phone | 312-263-2900 |
| Fax | 312-263-1196 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1498383 |
| Discloses disciplinary history | No |
Regulatory AUM
$27.49B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$27.49Bregulatory AUM
Discretionary $26.73BNon-discretionary $759.9M