ASSET ALLOCATION ADVISORS INC

ASSET ALLOCATION ADVISORS INC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 110336). Regulatory assets under management: $154.9M.

Registration

• CRD: 110336
• SEC file number: 801-31221
• Type: Registered investment adviser
• Location: 1850 MT DIABLO BLVD, STE 335, WALNUT CREEK, CA, 94596
• Phone: 925-944-9300
• Latest filing: 2016-08-15
• Regulatory AUM: $154.9M
• Discretionary AUM: $127.8M
• Non-discretionary AUM: $27.1M
• Clients: 3
• Accounts: 453

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 110336 on SEC IAPD (source of record)
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