RIA Intel›Advisers›Illinois›ASSET ALLOCATION & MANAGEMENT COMPANY, LLC

ASSET ALLOCATION & MANAGEMENT COMPANY, LLC

Advisory

N·CHICAGO, IL

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$27.5B
1-Year AUM Growth
-4.3%
3-Year CAGR
-6.1%
Employees
30
Assets Under Management
Total AUM$27.5B
Discretionary AUM$26.7B
Non-Discretionary AUM$760M
Discretionary %97.2%
Total Clients123
Team
Total Employees30
Investment Advisers49
Employee Growth (1Y)+7.1%
Filing History
Total Filings on Record48
First FilingMar 1, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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