ASSET ALLOCATION + MANAGEMENT COMPANY, LLC

Profile

Company Names

ASSET ALLOCATION + MANAGEMENT COMPANY, LLC

Addresses

30 W. MONROE STREET, 3RD FLOOR, CHICAGO, IL 60603-2405

30 N. LASALLE STREET, SUITE 3500, CHICAGO, IL 60602

Phone Numbers

312-263-2900

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

OTHER BANKING AND FINANCIAL SERVICES

Year Incorporated:

> 5 years ago

State Incorporated:

DELAWARE

Total Amount Raised:

$960,820.00

Number of Funding Rounds:

2
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
2
2014-03-31 
$280,090.00 
$820,000.00 
$539,910.00 
Equity 
1
2013-03-31 
$680,730.00 
$2,700,000.00 
$2,019,270.00 
Equity 
People
First Name
Middle Name
Last Name
Titles
Related Companies
FAYEZ 
SAMI 
MUHTADIE 
DIRECTOR
REED 
NUTTALL 
DIRECTOR
DARLENE 
HAZEL 
RICHARDS 
EXECUTIVE OFFICER
JOHN 
LARKIN 
SCHAEFER 
EXECUTIVE OFFICER
JOHN 
FRANCIS 
SHETTLE 
DIRECTOR
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$5,000,001 - $25,000,000 
Equity 
2014-03-31 
D
OTHER BANKING AND FINANCIAL SERVICES 
 
$25,000,001 - $100,000,000 
Equity 
2013-03-31 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#