ASSET ALLOCATION ADVISORS INC
CRD #110336 SEC #801-31221 WALNUT CREEK, CA 925-944-9300
SEC Registered
Total AUM
$154.9M
Discretionary
$127.8M
Employees
3
Clients
--
Accounts
453
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Aug 15, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY & VICE PRESIDENT | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| SCHULTZ, GREGORY, ERNEST | I | PRESIDENT, TREASURER & CHIEF COMPLIANCE OFFICER | D | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY | C | Control |
| GRENKE, BRUCE, DOUGLAS | I | SECRETARY | C | Control |
| SCHULTZ, GREGORY, ERNEST | I | TREASURER | C | Control |
| SCHULTZ, GREGORY, ERNEST | I | TREASURER | C | Control |
| TURNER, JOE, DENNIS | I | PRESIDENT | C | Control |
| TURNER, JOE, DENNIS | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Aug 15, 2016 REGISTERED
Notice Filings (2)
CA TX
Address
1850 MT DIABLO BLVDSTE 335
WALNUT CREEK, CA 94596
United States
Phone: 925-944-9300