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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2016 | $154.9M | $127.8M | $27.1M | 3 | 300 |
| Aug 2015 | $158.7M | $133.5M | $25.3M | 3 | 300 |
| Aug 2014 | $170.6M | $140.3M | $30.3M | 3 | 300 |
| Aug 2013 | $151.2M | $125.2M | $26M | 3 | 300 |
| Aug 2012 | $139.2M | $117.5M | $21.7M | 1 | 300 |
| Feb 2012 | $131.7M | $112.1M | $19.6M | 1 | 300 |
| Aug 2011 | $120.7M | $120.7M | $0 | 5 | -- |
| Mar 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Mar 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Aug 2010 | $81.7M | $81.7M | $0 | 5 | -- |
| Aug 2004 | $53M | $53M | $0 | 5 | -- |
| Oct 2001 | $51.5M | $51.5M | $0 | 5 | -- |
DateAug 2016
Total AUM$154.9M
Discretionary$127.8M
Non-Disc.$27.1M
Employees3
Clients300
DateAug 2015
Total AUM$158.7M
Discretionary$133.5M
Non-Disc.$25.3M
Employees3
Clients300
DateAug 2014
Total AUM$170.6M
Discretionary$140.3M
Non-Disc.$30.3M
Employees3
Clients300
DateAug 2013
Total AUM$151.2M
Discretionary$125.2M
Non-Disc.$26M
Employees3
Clients300
DateAug 2012
Total AUM$139.2M
Discretionary$117.5M
Non-Disc.$21.7M
Employees1
Clients300
DateFeb 2012
Total AUM$131.7M
Discretionary$112.1M
Non-Disc.$19.6M
Employees1
Clients300
DateAug 2011
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2010
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$53M
Discretionary$53M
Non-Disc.$0
Employees5
Clients--
DateOct 2001
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees5
Clients--