# ASSET ALLOCATION & MANAGEMENT COMPANY, LLC

ASSET ALLOCATION & MANAGEMENT COMPANY, LLC of CHICAGO, IL is an SEC-registered investment adviser.

## Registration

- CRD: 109875
- Type: SEC-registered investment adviser
- SEC file number: 801-60075
- Location: 10 S. RIVERSIDE PLAZA, STE 700, CHICAGO, IL, 60606-3798
- Phone: 312-263-2900
- Latest filing: 2026-03-24
- Regulatory AUM: $27.5B
- Discretionary AUM: $26.7B
- Non-discretionary AUM: $759.9M
- Clients: 49
- Accounts: 846

## Business model

- Compensation: % of AUM, Fixed, Performance
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (52)

_Showing 25 of 52 people._

| Name | Role | Location |
| --- | --- | --- |
| [Dan Byrnes](https://search.stillhousedata.com/person/21154) | CHIEF EXECUTIVE OFFICER; PRESIDENT | Seattle, WA |
| [JOHN LARKIN SCHAEFER](https://search.stillhousedata.com/person/506773) | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; MANAGING MEMBER | CHICAGO, IL |
| [Suzette Louise Huovinen](https://search.stillhousedata.com/person/689659) | DIRECTOR | — |
| [Eric Byck Goodman](https://search.stillhousedata.com/person/709394) | DIRECTOR | — |
| [Joseph Allen Borgmann](https://search.stillhousedata.com/person/709395) | CHIEF FINANCIAL OFFICER | — |
| [Marco Anthony Bravo](https://search.stillhousedata.com/person/709396) | DIRECTOR; MANAGING MEMBER | — |
| [Chelsea Lynn Klassa](https://search.stillhousedata.com/person/709397) | CHIEF COMPLIANCE OFFICER | — |
| [Warren John Zaccaro](https://search.stillhousedata.com/person/709398) | DIRECTOR | — |
| [Timothy J Senechalle](https://search.stillhousedata.com/person/709399) | CHIEF INVESTMENT OFFICER | — |
| [GOODMAN ERIC BYCK](https://search.stillhousedata.com/person/728961) | DIRECTOR | — |
| [HOYT BARRY GEORGE](https://search.stillhousedata.com/person/731797) | CHAIRMAN AND CEO; DIRECTOR; MEMBER | — |
| [JARMEL ANDREW MICHAEL](https://search.stillhousedata.com/person/731799) | DIRECTOR; MEMBER | — |
| [ZACCARO WARREN JOHN](https://search.stillhousedata.com/person/732883) | DIRECTOR | — |
| [FULKERSON DAVIS R](https://search.stillhousedata.com/person/737331) | DIRECTOR | — |
| [SHELSTAD MARK WILLIAM](https://search.stillhousedata.com/person/751341) | DIRECTOR; DIRECTOR, MEMBER; MEMBER | — |
| [SCHAEFER JOHN LARKIN](https://search.stillhousedata.com/person/751342) | CHIEF EXECUTIVE OFFICER, MANAGING MEMBER; CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER, DIRECTOR (+3 more) | — |
| [JOHNSTON HARRY CLAY](https://search.stillhousedata.com/person/751343) | CONSULTANT; MEMBER | — |
| [STEIGER MARK J](https://search.stillhousedata.com/person/751344) | CHIEF COMPLIANCE OFFICER | — |
| [RICHARDS DARLENE H](https://search.stillhousedata.com/person/751345) | CHIEF FINANCIAL OFFICER | — |
| [NUTTALL REED J](https://search.stillhousedata.com/person/751346) | CHIEF INVESTMENT OFFICER; MANAGING MEMBER | — |
| [STRADTNER JAMES BERNARD](https://search.stillhousedata.com/person/751347) | CHAIRMAN OF THE BOARD | — |
| [DAVIS JAMES ARTHUR](https://search.stillhousedata.com/person/757446) | MANAGING MEMBER | — |
| [ZELLER RANDALL KEACH](https://search.stillhousedata.com/person/770004) | DIRECTOR; PRESIDENT & CHIEF OPERATING OFFICER; PRESIDENT, DIRECTOR (+1 more) | — |
| [GUYER STEVEN WAYNE](https://search.stillhousedata.com/person/770309) | MEMBER | — |
| [CAREY JAMES DAWSON](https://search.stillhousedata.com/person/771803) | DIRECTOR; DIRECTOR, MEMBER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109875/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109875/similar
- Related entities: https://search.stillhousedata.com/firm/109875/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109875

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.