Role at Asset Allocation & Management
- Title on Schedule A
- Director
- Control
- Marco Bravo is a control person of Asset Allocation & Management.
- Ownership
- An individual ownership band is not available in the source record.
- Tenure
- Marco Bravo has held the filed role since August 2023.
The firm
Form ADV filed 24 March 2026
Career on record
The IAPD individual lookup on 18 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Registrations and exams
Individual registration and examination information for Marco Bravo is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Marco Bravo
- CRD
- 5906195
- Record basis
- Form ADV officer listing
This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov
Common questions
Where does Marco Bravo work?
Marco Bravo has been Director of Asset Allocation & Management Company, LLC since August 2023, and is a control person of the firm.
Leadership at Asset Allocation & Management
- Dan ByrnesChief Executive Officer
- Joseph BorgmannChief Financial Officer
- Chelsea KlassaChief Compliance Officer
- Patrick BoydDirector
- Eric GoodmanDirector
- Suzette HuovinenDirector
- John SchaeferManaging Member
- Timothy SenechalleChief Investment Officer