ASSET ALLOCATION STRATEGIES, LLC of FARMINGTON, MI is an SEC-registered investment adviser (CRD 152339). Regulatory assets under management: $1.0B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Alexander K Kocoves | MEMBER/OWNER | — |
| Justin Benjamin Rolnitzky | DIRECTOR OF INTERNAL OPERATIONS | — |
| Darren Andrew Woolson | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF EXECUTIVE OFFICER | — |
| Stefan Charles Ropp | PRINCIPAL | — |
| Michael Patrick Mcevilly | MEMBER/OWNER | — |
| LYON HEATHER LYNN | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER | — |
| MCEVILLY MICHAEL PATRICK | MEMBER/OWNER; MEMBER/OWNER/CHIEF COMPLIANCE OFFICER; VICE PRESIDENT OF BUSINESS DEVELOPMENT (+2 more) | — |
| KOCOVES ALEXANDER K | CEO; MEMBER/OWNER; PRESIDENT | — |
| MARTIN RICHARD HUBBARD | SECRETARY & TREASURER | — |
| ROLNITZKY JUSTIN BENJAMIN | DIRECTOR OF INTERNAL OPERATIONS | — |
| PAUL ALEX SETH | DIRECTOR OF INVESTMENT COMMITTEE AND PORTFOLIO MANAGEMENT | — |
| DESANTOS MATTHEW LAWRENCE | PRESIDENT | — |
| WOOLSON DARREN ANDREW | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |