Asset Allocation Strategies is an investment advisor in Farmington with $388.05 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
271606387
SEC advisor number
801-106707
FINRA CRD number
152339
AUM ?
$626.74 mm
(as of 7 Mar 24)
Accounts
3,756
(as of 7 Mar 24)
Employees
40
(40 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
17 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
16 Feb 23