Michael
Lucarelli

Asset Allocation Strategies, LLC

CRD#4245565
Investment Advisor
in Wilton Manors, FL

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About this Advisor

Michael Lucarelli is a financial advisor operating out of Wilton Manors, Florida with 6 years of relevant experience. Lucarelli is an advisor for Asset Allocation Strategies, LLC. Over the course of their career, they have held roles at Glp And Associates, Im & Im Services, Inc, Glp Investment Services and Asset Allocation Strategies, LLC. Lucarelli maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Michigan and Ohio. Asset Allocation Strategies, LLC is a business operating out of Farmington, MI. The investment advisory business has offices in 25 locations and a total of 37 people on staff. It handles $451 million in assets among its 3,541 client accounts, placing it among the larger firms in the United States by assets under management. Of its 3,541 customer accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The firm provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on which service is offered. However, fees charged by Asset Allocation Strategies, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

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

Wilton Manors, FL

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Asset Allocation Strategies, LLC Brokerage Details

Total Assets Under Management

$451,292,203

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

37

FL Average: 21
Total Number of Accounts

3,541

FL Average: 1,586
Average Account Size

$127,448

FL 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

Michael Lucarelli Work History

Michael has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Asset Allocation Strategies, LLC

2000 - Present (24 years)

Glp And Associates

2000 - Present (24 years)

Glp Investment Services

1999 - Present (25 years)

Im & Im Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Lucarelli 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

Rocio Espinosa
Farmington, MI
Michael Brandone
Frisco, TX
Stefan Ropp
Farmington, MI
Justin Rolnitzky
Farmington, MI
Todd Olson
Farmington, MI
Chad Dixon
Ponte Vedra, FL
Kenny Goldner
South Haven, MI
Justin Cherwinski
Farmington, MI

The content in this profile was updated by SmartAsset on 4/16/2023. 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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