Asset Allocation Strategies, LLC
● SEC registered since 2015CRD 152339SEC# 801-106707Farmington, MI
Reg. AUM
$1.02B
Employees
45
Accounts
6,660
Location
Farmington, MI
Asset Allocation Strategies, LLC assets under management
Asset Allocation Strategies, LLC is a registered investment adviser overseen by the SEC based in Farmington, MI. The firm has been registered since 2015. It reports $1 billion in regulatory assets under management and employs 45 people.
Asset Allocation Strategies, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander K Kocoves Control | Member/Owner | Over 75% | 2009 |
| Darren Andrew Woolson Control | Chief Compliance Officer, Chief Executive Officer | Under 5% | 2024 |
| Justin Benjamin Rolnitzky Control | Director Of Internal Operations | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Asset Allocation Strategies, LLC manage?
Asset Allocation Strategies, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Asset Allocation Strategies, LLC have?
Asset Allocation Strategies, LLC reports 45 employees.
Where is Asset Allocation Strategies, LLC located?
Asset Allocation Strategies, LLC is based in Farmington, MI and has been SEC-registered since 2015.
Does Asset Allocation Strategies, LLC disclose fund performance?
Asset Allocation Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 33335 Grand River, Farmington, MI 48336 |
| Phone | 248-489-0101 |
| Fax | 562-206-7269 |
| Office hours | 9 a.m. To 5 p.m. Est |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1922879 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.02B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers
Assets under management
$1.02Bregulatory AUM
Discretionary $717.3MNon-discretionary $302.1M