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Asset Allocation Strategies LLC
/01
Ownership & control
No ownership or control links resolved yet
An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.
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WHAT YOU CAN SEEFREE
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
BEHIND THE GLASS2
- Linked vessels & aircraftPREMIUM
- Full export (PDF + un-redacted JSON) & change alertsPREMIUM
/02
Assets held
64 assetsPREMIUM
64 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
/03
People & control
56 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ALTRIA GROUP INCAlso holds roles at 27 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- AMAZON.COM INCAlso holds roles at 54 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AMPLIFY CWP ENHANCED DIVIDEND INCOME ETFAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- APPLE INCAlso holds roles at 59 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AT&T INCAlso holds roles at 31 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- BOEING COMPANYAlso holds roles at 35 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ENERGY SELECT SECTOR SPDR FUNDAlso holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ENERGY TRANSFER L P COM UT LTD PTNAlso holds roles at 16 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Estabrook Capital Management13F holder
- ENTERPRISE PRODS PARTNERS L P COMAlso holds roles at 21 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- FIDELITY LOW VOLATILITY FACTOR ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- FIFTH THIRD BANCORP COMAlso holds roles at 15 other companies
- Capstone Financial Advisors, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- FINANCIAL SELECT SECTOR SPDR FUNDAlso holds roles at 22 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- FIRST TR EXCHANGE TRAD FD VIAlso holds roles at 5 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- VisionPoint Advisory Group, LLC13F holder
- FIRST TR EXCHANGE-TRADED FDAlso holds roles at 4 other companies
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- Raleigh Capital Management Inc.13F holder
- FIRST TRUST PREFERRED SECURITIES & INCOME ETFAlso holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Sunbelt Securities, Inc.13F holder
- Raleigh Capital Management Inc.13F holder
- FIRST TRUST RISING DIVIDEND ACHIEVERS ETFAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- GLOBAL X NASDAQ 100 COVERED CALL ETFAlso holds roles at 4 other companies
- Burns Matteson Capital Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- Raleigh Capital Management Inc.13F holder
- HEALTH CARE SELECT SECTOR SPDR FUNDAlso holds roles at 24 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- INVESCO DORSEY WRIGHT HEALTHCARE MOMENTUM ETFAlso holds roles at 2 other companies
- Sunbelt Securities, Inc.13F holder
- CITIGROUP INC13F holder
- INVESCO QQQ TRAlso holds roles at 31 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO S&P 500 DOWNSIDE HEDGED ETFAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- INVESCO S&P 500 TOP 50 ETFAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Fisher Asset Management, LLC13F holder
- ISHARES CORE S&P MID-CAP ETFAlso holds roles at 25 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE S&P SMALL CAP ETFAlso holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES MORNINGSTAR MID-CAP GROWTH ETFAlso holds roles at 4 other companies
- Sunbelt Securities, Inc.13F holder
- ETFIDEA, LLC13F holder
- CITIGROUP INC13F holder
- ISHARES RUSSELL 1000 GROWTH ETFAlso holds roles at 24 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL MIDCAP ETFAlso holds roles at 17 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
- ISHARES RUSSELL TOP 200 GROWTH ETFAlso holds roles at 7 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Burns Matteson Capital Management, LLC13F holder
- ISHARES TRAlso holds roles at 21 other companies
- CITIGROUP INC13F holder
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- J P MORGAN EXCHANGE TRADED FAlso holds roles at 16 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Jackson Financial Inc-AAlso holds roles at 9 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- JANUS HENDERSON SHORT DURATION INCOME ETFAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Sunbelt Securities, Inc.13F holder
- Raleigh Capital Management Inc.13F holder
- MICROSOFT CORPAlso holds roles at 56 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- PFIZER INCAlso holds roles at 41 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- PHILIP MORRIS INTL INCAlso holds roles at 27 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- PPL CORP COMAlso holds roles at 15 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- REAL ESTATE SELECT SECTOR SPDR FUNDAlso holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- SCHWAB STRATEGIC TRAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SCHWAB US TIPS ETFAlso holds roles at 11 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SELECT SECTOR SPDR TRAlso holds roles at 20 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTAlso holds roles at 15 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 41 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vawter Financial, Ltd.13F holder
- WNY Asset Management, LLC13F holder
- STRATEGY SHARES NASDAQ 7HANDL INDEX ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- Sunbelt Securities, Inc.13F holder
- TORTOISE MIDSTRM ENERGY FD INC COMAlso holds roles at 1 other company
- Sunbelt Securities, Inc.13F holder
- TRANE TECHNOLOGIES PLC SHSAlso holds roles at 18 other companies
- Fosse Capital Partners LLP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- VANGUARD DIVIDEND APPRECIATION ETFAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 25 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 26 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD HIGH DIVIDEND YIELD INDEX ETFAlso holds roles at 17 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- VANGUARD INDEX FDSAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD ST INFLATION PROTECTED ETFAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD VALUE ETFAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
56 parties · 0 current. Ceased and resigned records are retained as history.