# Asset Allocation Strategies

Asset Allocation Strategies is a Bank / Wealth / Trust based in Farmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Farmington, United States
- **Region:** North America
- **Address:** Grand Rapids, United States
- **Founded:** 2011
- **Assets under management:** Undisclosed
- **Website:** glpfinancialgroup.com
- **LinkedIn:** https://www.linkedin.com/company/glpfinancialgroup

## Regulatory record

- **CRD number:** 152339
- **SEC file number:** 801-106707
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/152339

## About

Asset Allocation Strategies was established in 2010 as a US-based wealth manager headquartered in Grand Rapids. It operates as an RIA serving individuals, corporations, businesses, charitable organizations, estates and trusts. The firm provides investment advisory services that combine financial planning, retirement planning, estate planning, tax planning and ongoing investment management. No specific asset-class allocations, named portfolio holdings or co-investors appear in available records. Geographic activity remains concentrated in the United States. Team size, additional offices and adjacent vehicles such as foundations or operating companies are not disclosed. No operational events from the last 24 months have been identified in public sources. The firm maintains a conventional RIA structure with no documented hybrid vehicles, club memberships or succession arrangements beyond standard advisory mandates.

## Questions

### Who runs investment decisions at Asset Allocation Strategies?

No named principals or CIOs are identified in available records.

### Does Asset Allocation Strategies participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

### What investment stages does Asset Allocation Strategies typically target?

No stage focus is stated in public materials.

### How is Asset Allocation Strategies related to GLP Financial Group?

The firm website is glpfinancialgroup.com; no further structural relationship is documented.

## Related profiles

- [Asserta Asset Management](https://altss.com/profile/asserta-asset-management)

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Last updated: 2026-07-10T19:56:49.000Z

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