firm profile
Asset Allocation Strategies, LLC
Overview
Asset Allocation Strategies, LLC is an SEC registered investment adviser based in Farmington, MI, registered since 2010. It reports $1B in assets under management across 6,660 accounts, with 45 employees. It has 40 investment adviser representatives.
- Reported AUM
- $1B
- Discretionary
- 70%
- Accounts
- 6,660
- Average account
- $153K
- Employees
- 45
- Advisory reps
- 40
- Registered since
- 2010
- Jurisdictions
- 22
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets
Executive officers 3 of 4
- Darren Andrew Woolson Chief Compliance Officer, Chief Executive Officer CRD 4055818
- Alexander K Kocoves Member, Owner CRD 4235071
- Stefan Charles Ropp Principal CRD 7020568
1 more executive officer, with direct contact details
Advisory reps 3 of 40
- Kevin Joseph Arends Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1685075
- Connor Baker Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7706436
- David Alan Barden Registered Rep · Investment Adviser Rep CRD 6869051
37 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 33335 Grand River Ave
Farmington, MI 48336 - County
- Oakland
- Metro area
- Detroit-Warren-Dearborn, MI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 22 jurisdictions
- Website: glpfinancialgroup.com
Every state, with registration dates
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