ASSET ALLOCATION STRATEGIES, LLC
CRD #152339 SEC #801-106707 FARMINGTON, MI 248-489-0101
SEC Registered
Total AUM
$767.4M
Discretionary
$556.2M
Employees
39
Clients
10
Accounts
3,883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $767.4M | $556.2M | $211.2M | 39 | 0 |
| Apr 2025 | $767.4M | $556.2M | $211.2M | 39 | 0 |
| Mar 2025 | $767.4M | $556.2M | $211.2M | 39 | 0 |
| Apr 2024 | $626.7M | $451.2M | $175.6M | 40 | 0 |
| Mar 2024 | $626.7M | $451.2M | $175.6M | 40 | 0 |
| Nov 2023 | $451.3M | $334.8M | $116.5M | 37 | 1 |
| Nov 2023 | $451.3M | $334.8M | $116.5M | 37 | 1 |
| Apr 2023 | $451.3M | $334.8M | $116.5M | 37 | 1 |
| Mar 2023 | $388M | $336.5M | $51.5M | 33 | 0 |
| Jan 2023 | $388M | $336.5M | $51.5M | 33 | 0 |
| Nov 2022 | $388M | $336.5M | $51.5M | 33 | 0 |
| Sep 2022 | $388M | $336.5M | $51.5M | 33 | 0 |
| Jul 2022 | $388M | $336.5M | $51.5M | 33 | 0 |
| Jul 2022 | $388M | $336.5M | $51.5M | 33 | 0 |
| Apr 2022 | $388M | $336.5M | $51.5M | 33 | 0 |
| Oct 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Sep 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Sep 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Aug 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| May 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Apr 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Mar 2021 | $173.3M | $173.3M | $0 | 33 | 0 |
| Dec 2020 | $113.4M | $113.1M | $288.6K | 31 | 0 |
| Dec 2020 | $113.4M | $113.1M | $288.6K | 31 | 0 |
| Oct 2020 | $113.4M | $113.1M | $288.6K | 31 | 0 |
| Aug 2020 | $113.4M | $113.1M | $288.6K | 31 | 0 |
| Aug 2020 | $113.4M | $113.1M | $288.6K | 25 | 0 |
| Jul 2020 | $113.4M | $113.1M | $288.6K | 25 | 0 |
| Jul 2020 | $113.4M | $113.1M | $288.6K | 25 | 0 |
| Jun 2020 | $113.4M | $113.1M | $288.6K | 25 | 0 |
| Mar 2020 | $113.4M | $113.1M | $288.6K | 25 | 0 |
| Oct 2019 | $85.2M | $81.4M | $3.9M | 19 | 0 |
| Oct 2019 | $85.2M | $81.4M | $3.9M | 19 | 0 |
| Sep 2019 | $85.2M | $81.4M | $3.9M | 19 | 0 |
| Jun 2019 | $85.2M | $81.4M | $3.9M | 19 | 0 |
| Feb 2019 | $85.2M | $81.4M | $3.9M | 19 | 0 |
| Dec 2018 | $68.5M | $63.4M | $5.1M | 16 | 800 |
| May 2018 | $68.5M | $63.4M | $5.1M | 16 | 800 |
| Feb 2018 | $68.5M | $63.4M | $5.1M | 16 | 800 |
| Jan 2018 | $45.3M | $36.2M | $9.1M | 16 | 0 |
| Nov 2017 | $45.3M | $36.2M | $9.1M | 16 | 0 |
| Nov 2017 | $45.3M | $36.2M | $9.1M | 16 | 900 |
| Oct 2017 | $45.3M | $36.2M | $9.1M | 16 | 900 |
| Mar 2017 | $45.3M | $36.2M | $9.1M | 16 | 500 |
| Feb 2017 | $29.1M | $14.2M | $14.9M | 16 | 500 |
| Feb 2017 | $29.1M | $14.2M | $14.9M | 16 | 500 |
| Aug 2016 | $29.1M | $14.2M | $14.9M | 16 | 500 |
| Mar 2016 | $29.1M | $14.2M | $14.9M | 16 | 500 |
| Mar 2016 | $29.1M | $14.2M | $14.9M | 16 | 500 |
| Jan 2016 | $18.3M | $0 | $18.3M | 16 | 470 |
| Sep 2015 | $18.3M | $0 | $18.3M | 16 | 470 |
DateMay 2025
Total AUM$767.4M
Discretionary$556.2M
Non-Disc.$211.2M
Employees39
Clients0
DateApr 2025
Total AUM$767.4M
Discretionary$556.2M
Non-Disc.$211.2M
Employees39
Clients0
DateMar 2025
Total AUM$767.4M
Discretionary$556.2M
Non-Disc.$211.2M
Employees39
Clients0
DateApr 2024
Total AUM$626.7M
Discretionary$451.2M
Non-Disc.$175.6M
Employees40
Clients0
DateMar 2024
Total AUM$626.7M
Discretionary$451.2M
Non-Disc.$175.6M
Employees40
Clients0
DateNov 2023
Total AUM$451.3M
Discretionary$334.8M
Non-Disc.$116.5M
Employees37
Clients1
DateNov 2023
Total AUM$451.3M
Discretionary$334.8M
Non-Disc.$116.5M
Employees37
Clients1
DateApr 2023
Total AUM$451.3M
Discretionary$334.8M
Non-Disc.$116.5M
Employees37
Clients1
DateMar 2023
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateJan 2023
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateNov 2022
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateSep 2022
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateJul 2022
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateJul 2022
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateApr 2022
Total AUM$388M
Discretionary$336.5M
Non-Disc.$51.5M
Employees33
Clients0
DateOct 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateSep 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateSep 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateAug 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateMay 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateApr 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateMar 2021
Total AUM$173.3M
Discretionary$173.3M
Non-Disc.$0
Employees33
Clients0
DateDec 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees31
Clients0
DateDec 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees31
Clients0
DateOct 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees31
Clients0
DateAug 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees31
Clients0
DateAug 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees25
Clients0
DateJul 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees25
Clients0
DateJul 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees25
Clients0
DateJun 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees25
Clients0
DateMar 2020
Total AUM$113.4M
Discretionary$113.1M
Non-Disc.$288.6K
Employees25
Clients0
DateOct 2019
Total AUM$85.2M
Discretionary$81.4M
Non-Disc.$3.9M
Employees19
Clients0
DateOct 2019
Total AUM$85.2M
Discretionary$81.4M
Non-Disc.$3.9M
Employees19
Clients0
DateSep 2019
Total AUM$85.2M
Discretionary$81.4M
Non-Disc.$3.9M
Employees19
Clients0
DateJun 2019
Total AUM$85.2M
Discretionary$81.4M
Non-Disc.$3.9M
Employees19
Clients0
DateFeb 2019
Total AUM$85.2M
Discretionary$81.4M
Non-Disc.$3.9M
Employees19
Clients0
DateDec 2018
Total AUM$68.5M
Discretionary$63.4M
Non-Disc.$5.1M
Employees16
Clients800
DateMay 2018
Total AUM$68.5M
Discretionary$63.4M
Non-Disc.$5.1M
Employees16
Clients800
DateFeb 2018
Total AUM$68.5M
Discretionary$63.4M
Non-Disc.$5.1M
Employees16
Clients800
DateJan 2018
Total AUM$45.3M
Discretionary$36.2M
Non-Disc.$9.1M
Employees16
Clients0
DateNov 2017
Total AUM$45.3M
Discretionary$36.2M
Non-Disc.$9.1M
Employees16
Clients0
DateNov 2017
Total AUM$45.3M
Discretionary$36.2M
Non-Disc.$9.1M
Employees16
Clients900
DateOct 2017
Total AUM$45.3M
Discretionary$36.2M
Non-Disc.$9.1M
Employees16
Clients900
DateMar 2017
Total AUM$45.3M
Discretionary$36.2M
Non-Disc.$9.1M
Employees16
Clients500
DateFeb 2017
Total AUM$29.1M
Discretionary$14.2M
Non-Disc.$14.9M
Employees16
Clients500
DateFeb 2017
Total AUM$29.1M
Discretionary$14.2M
Non-Disc.$14.9M
Employees16
Clients500
DateAug 2016
Total AUM$29.1M
Discretionary$14.2M
Non-Disc.$14.9M
Employees16
Clients500
DateMar 2016
Total AUM$29.1M
Discretionary$14.2M
Non-Disc.$14.9M
Employees16
Clients500
DateMar 2016
Total AUM$29.1M
Discretionary$14.2M
Non-Disc.$14.9M
Employees16
Clients500
DateJan 2016
Total AUM$18.3M
Discretionary$0
Non-Disc.$18.3M
Employees16
Clients470
DateSep 2015
Total AUM$18.3M
Discretionary$0
Non-Disc.$18.3M
Employees16
Clients470