CRD: 152339
Asset Allocation Strategies, LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Peak insightDelta
- Established Date
- 10-01-2009
- Office Locations
- 30
Office Locations
About Asset Allocation Strategies, LLC
GLP Financial Group is a family of companies serving public school educators, families, and business owners with personalized financial planning, retirement income and pension guidance, and insurance/wealth solutions. Through Asset Allocation Strategies/Investment Services, it builds portfolios with an asset-allocation approach using ETFs and mutual funds. A key differentiator for partners: its Strategic Administrative Group provides remitting services for school districts and investment providers nationwide, backed by an educator-focused legacy since 1969.
Team overview
Insights
Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALEXANDER K KOCOVES
Chairman, Owner
- CRD
- --
- Ownership
- 75% or more
JUSTIN BENJAMIN ROLNITZKY
--
- CRD
- #6030236
- Ownership
- Less than 5%
North horizon
Zenith timber peak
- CRD
- #87254
- Ownership
- 35.9%
Showing 2 of 4 owners & executives
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Indra Arango
Agent
- CRD
- #7517056
KEVIN J ARENDS
--
- CRD
- #1685075
Bridge pathway
Bridge capital vertex
- CRD
- #43739
Showing 2 of 44 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $717,269,366 | $108,202 |
| Non-Discretionary | $302,105,634 | $9,745,343 |
| Total | $1,019,375,000 | $153,059 |
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Separately Managed Accounts
Total SMA Asset: $1,019,375,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,268,471,900 | 28.7% |
| Cash | $2,307,992,316 | 29.2% |
| Public Funds | $829,928,744 | 10.5% |
| Municipal Bonds | $1,209,324,741 | 15.3% |
| U.S. Government/Agency | $1,288,365,574 | 16.3% |
| Total | $7,904,083,275 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM OAK OPTIMA | QUANTUM LEGACY | NJNJVRNAS | YES | 7.96% | $76,561,383 |
| ALPHA BRIDGE MERIDIAN | BEACON FUSION | SH6JOUW9M | ETF | 2.04% | $18,898,104 |
| LEGACY GLACIER ATLAS | PRIME VERTEX | YI7IGH8ED | RNTG | 6.92% | $18,080,486 |
| WAVE HARBOR | CATALYST DELTA | SX2O9X3UT | XMH | 9.22% | $15,629,285 |
| ALPHA RIDGE | QUANTUM EAGLE | XZWJV35X5 | OVMGT | 2.25% | $4,511,647 |
| ATLAS MATRIX | OPTIMA WAVE | 0YKJ03O6X | QVTD | 4.61% | $43,791,827 |
| MOMENTUM VALUE HARBOR | LEGACY OAK | U2PAML95G | EAI | 2.13% | $77,500,842 |
| VITAL RADIAL | QUANTUM SUMMIT | CAB89L3RA | BFFOE | 12.50% | $81,780,843 |