Asset Allocation Strategies, LLC
Firm details
- Headquarters
- Farmington, Michigan
- CRD number
- 152339
- Registered since
- September 28, 2015
- Website
- www.glpfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., PCS / IPX
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.89%
- Pension & Profit Sharing Plans29.64%
- HNWI16.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Asset Allocation Strategies, LLC is a privately held limited liability company that provides financial planning and portfolio management for both individual/family clients and institutional clients. The firm acts as a capital allocator, selecting third‑party managers where appropriate, and offers services that include financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and institutions, the selection of other advisers, and educational seminars. Its client fee arrangements include percentage‑of‑AUM charges alongside hourly and fixed‑fee engagements. The firm does not position itself as an active ESG investor and lists affiliations with a broker‑dealer and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Cash & Cash Equivalents17%
- Public Funds/Mutual Funds10%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Alexander Kocoves
CEO And Chairman Of The BoardCRD 4235071
Contacts
3 of 40
Michael Lucarelli
Registered Investment AdvisorCRD 4245565
Sampson Reavis
Registered RepresentativeCRD 7316820
Robert Doehrer
Investment AdvisorCRD 8043738
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 187Active vs passive
$761M in ETFs
69%
$525M
15%
$236M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $50.7M | 577,339 | 6.66% |
Location
Farmington, MI
Oakland
Location
Farmington, MI
Headquartered in Farmington, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 33335 Grand River Ave
- Time zone
- ET (UTC-5)
- Office locations
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