ASSURANCE WEALTH MANAGEMENT
Firm details
- Headquarters
- THE WOODLANDS, Texas
- CRD number
- 299459
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.46%
- Individuals35.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Assurance Wealth Management is an independent registered advisory firm organized as an LLC that focuses on serving individuals and family clients, with services extended to small-business owners. Its advisory offering centers on financial planning and discretionary portfolio management, delivered under a mix of AUM-based fees and fixed fees. The firm reports an affiliation with an insurance company, and it does not identify itself as an active ESG investor, a multi-state adviser, or a capital allocator that runs closed-end or proprietary funds.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Other26%
- Exchange Traded Equities16%
- Cash & Cash Equivalents12%
Contacts
1 of 1JAIMIN GARABEDIAN
FounderCRD 5984318
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
THE WOODLANDS, TX
MONTGOMERY
Location
THE WOODLANDS, TX
Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- MONTGOMERY
- Address
- 9400 Grogans Mill Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
CORE CAPITAL MANAGEMENT, LLC
RIATHE WOODLANDS, TX
HODOS WEALTH GROUP, LLC
RIATHE WOODLANDS, TX
BRIGHT VISION WEALTH
RIATHE WOODLANDS, TX
WEALTH SOLUTIONS, INC.
RIATHE WOODLANDS, TX
LLOYDS INTREPID WEALTH MANAGEMENT
RIATHE WOODLANDS, TX
FINANCIAL CORNERSTONES, LLC
RIATHE WOODLANDS, TX