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Austin Marshall Dahm

15 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
3,883 clients
Average Client Portfolio
$198K average
Assets Under Management
$767.4M

Fee Structure

Minimum Investment:$25K
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Location

33335 Grand River, Farmington, MI, 48336

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Austin is the president of HRI, Inc., a professional services company, dedicating a few hours per week. He is also an insurance agent with GLP & Associates, selling life insurance and annuities, spending about 10-20% of his time on this. Finally, Austin is an investment advisor representative with Asset Allocation Strategies, LLC, spending about half of his time on this.

Employment History
Current Registrations
Asset Allocation Strategies, LLC
January 2012 - Present · 14 yrs 1 mo
Glp Investment Services, LLCBroker
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Glp Investment Services, LLCBroker
August 2005 - March 2006 · 7 mos
State Registrations1 state
MI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.