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Joshua Julian De los santos

Asset Allocation Strategies, LLC

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About Joshua Julian De los santos

Joshua De los santos is a registered investment advisor representative with Asset Allocation Strategies, LLC. Joshua has been in the securities industry since July 21, 2005. Joshua holds a Series 6, Series 63, Series 65, and SIE licenses and is registered in Michigan and other states. Asset Allocation Strategies, LLC provides financial planning, portfolio management, and educational seminars. The firm manages assets for high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

Firm Information

Joshua De los santos is currently registered with Asset Allocation Strategies, LLC. Asset Allocation Strategies, LLC is an investment advisory firm located in Farmington, MI, with approximately 40 licensed agents and investment adviser representatives. They provide financial planning, educational seminars, and selection of other advisers, and manage portfolios for individuals and businesses. The firm manages over $626 million in assets for approximately 3,756 clients.
Asset Allocation Strategies, LLC

33335 GRAND RIVER

FARMINGTON, MI 48336

$626.74M

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua De los santos’s Registration & Firm History

MI

02/03/2017 - Present

Asset Allocation Strategies, LLC (Jerome MI)

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Licenses & Designations

IA

Issued 01/18/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Julian De los santos.
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