Eric
Papacosta

Asset Allocation Strategies, LLC

CRD#5518819
Investment Advisor
in Farmington, MI

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About this Advisor

Eric Papacosta is a financial advisor based in Farmington, Michigan, working with Asset Allocation Strategies, LLC. Eric has previously held positions at Glp And Associates, Glp Investment Services, and Asset Allocation Strategies, LLC. Eric has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, Eric is part of Asset Allocation Strategies, LLC, which operates out of Farmington, Michigan. The firm has 26 offices and 40 employees. The firm manages assets totaling $626.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Asset Allocation Strategies, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

33335 Grand River
Farmington, MI 48336

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Asset Allocation Strategies, LLC Brokerage Details

Total Assets Under Management

$626,742,262

MI Average: $943,424,332
Total Number of Employees

40

MI Average: 21
Total Number of Accounts

3,756

MI Average: 1,586
Average Account Size

$166,864

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Eric Papacosta Work History

2023 - Present (1 year)

Asset Allocation Strategies, LLC

2013 - Present (11 years)

Glp And Associates

2013 - Present (11 years)

Glp Investment Services

Disclosures

Please visit the SEC profile of Eric Papacosta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Asset Allocation Strategies, LLC

Katherine Goodwin
Farmington, MI
Stefan Ropp
Farmington, MI
Todd Olson
Farmington, MI
Eric Papacosta
Farmington, MI
Chad Dixon
Ponte Vedra, FL
Matthew Lake
Farmington, MI
Justin Cherwinski
Farmington, MI
Rocio Espinosa
Farmington, MI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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